Rules for synchronizing e-mails

With CRM.connector, you can synchronize e-mails with rules.

When synchronizing e-mails in the groupware system with Aurea CRM, the following rules are applied:

• If a groupware user receives a mail from an external sender:
  • If the sender of the e-mail can be uniquely identified in the update.CRM database, and the recipient is the groupware user (owner of the mailbox):

    A contact record (Type: E-mail) is added to the person record corresponding to the sender in update.CRM. The recipient is entered as the Rep in the contact.

  • If the sender of the e-mail cannot be uniquely identified in the update.CRM database, but the recipient (owner of the mailbox) can be uniquely identified:`

    A contact (Type: E-mail) is added to the person record corresponding to the recipient in update.CRM. The recipient is also entered as the Rep. The e-mail is flagged for editing in update.CRM.

• If the e-mail was sent to several internal and external recipients:
  • If the (external) sender can be uniquely identified in update.CRM:

    A contact record (Type: E-mail) is added to the person record corresponding to the sender in update.CRM. The groupware user is entered as the Rep in the contact. All further recipients that can be identified are added as participants. If at least one of the recipients cannot be uniquely identified, the e-mail is flagged for editing in update.CRM.

  • If the sender of the e-mail cannot be uniquely identified:

    A contact record (Type: E-mail) is added to the person record corresponding to the groupware user in update.CRM. The groupware user is also entered as the Repin the contact. All further recipients that can be identified are added as participants. The e-mail is flagged for editing in update.CRM.