Synchronizing e-mails

E-mails are synchronized from IBM Lotus Domino to Aurea CRM.

E-mails are assigned to person records in update.CRM as follows:
  • If the sender can be identified in update.CRM based on the e-mail address, the e-mail is assigned to this person.
  • If the sender cannot be uniquely identified, the e-mail is assigned to the person record corresponding the recipient (groupware user) by default.

    Your administrator can determine that e-mails are flagged by status in update.CRM. You can search for records with a specific flag using selections/queries.

    Your administrator determines which e-mail folders are synchronized. Sub-folders created by users in the synchronization folder are also synchronized by default. These sub-folders can also be linked to opportunities.
    Note: In IBM (Lotus) Domino e-mails are not displayed in folders, therefore, "Sent" (e-mails) cannot be defined for synchronization.

    The groupware user needs to move the e-mails to one of these folders (manually or automatically based on rules that were defined in the groupware system). During synchronization, the system checks whether new e-mails have been stored in the corresponding folder(s).

    Your administrator can determine the following:

  • The maximum size of e-mails: If an e-mail is larger than the limit defined by your administrator, the mail is not synchronized.
    Note: If an e-mail includes attachments, and the size of the mail including attachments exceeds the size limit, but the size of the mail without attachments is below the limit, the e-mail is synchronized without attachments.
  • Whether warnings are sent to users via e-mail if an e-mail (text or attachment) could not be synchronized completely.