Email cc to Account History using email connector

[ericjmail]

Like me, all of our tech's travel during the day.

Wherever I go, I'm in Outlook all day: on desktop, laptop, cell phone, using OWA.

When a client sends me an email (about 50 a day) I want to click reply on email message and CC a special address that the email connector will receive and then append the email to the client's account record?

I believe this could be done by parsing the complete email address or the domain (aclient.com) from the SEND TO identity on the message.

Especially - I don't want this to create a new ticket.

I'm aware of "send email to account" function within CommitCRM, but find it a bit tiresome to launch the application to send an email, and the formatting/overall process is a bit less elegant than outlook.

[Support Team]

Re: Email cc to Account History using email connector

Thank you for posting. The requirement is clear and we will have it filed.

[nattivillin]

Re: Email cc to Account History using email connector

You should be able to CC the connector and put ONLY the ticket number in the subject field and it will add it to the history of the ticket.

Our problem is we have to lookup the ticket number each time with takes additional time.

[KarinC]

Re: Email cc to Account History using email connector

Hi
We are having an issue where the reply's to tickets via email are not posting in the Ticket history thread.
What process should I be following to make sure the email reply appears in the ticket?

[Support Team]

Re: Email cc to Account History using email connector

Thank you for posting this.

Assuming that you refer to replies sent by employees, you should verify the following:

1. The email address of the employee sending the reply should exist and be stored under an active Employee account record in RangerMSP and it has to be unique - e.g. a personal address of this specific employee.

2. The email message should be sent TO: <Your-Public-Email-Address> used by Email Connector and NOT directly to the customer, otherwise the email will not be processed by Email Connector.

3. The Ticket number should exist on the email subject.

Hope this helps.