SuiteCRM Record Receiver Automatically Create Records PowerPoint PPT Presentation

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Title: SuiteCRM Record Receiver Automatically Create Records


1
SuiteCRM Record Receiver
  • Automatically create records from inbound emails
    , set target modules can be of your choice like
    Leads / Accounts

2
SuiteCRM Record Receiver
  • Here are the key features
  • 1. Any module can be selected as
    destination/target to receive emails.
  • 2. Map your fields with predefined tokens, many
    fields can be set.
  • 3. Auto-assignment rules.
  • 4. Select the customer email address from From
    address or Email body.
  • 5. Notify to your choice of email or SuiteCRM
    user.

3
Pre-requisites
  • Please follow the below steps before installing
    the Record Receiver.
  • Log in as an Administrator.
  • Verify the CRM version should be compatible with
    Record Receiver.
  • CRM should have the Outright utils version 10, if
    not then install the OutrightUtils package first
    then install the Record Receiver.
  • You must have an Group Inbound account to
    configure the Record Receiver.
  • Cron Job must be set up in CRM.

4
Record Receiver
  • NOTE If you are using a free plugin and it works
    for you, please share your feedback and
    suggestions.

5
Content US
  • USA Address 5550 Progress Road Indianapolis, IN
    46241-4331,
  • India Address H-Block, H-221, 4th Floor, Sector
    63, Noida,
  • Uttar Pradesh,
    India,201301
  • Call Us _at_ 1 952 314 9111,
  • India (91)-120 4239837
  • Email ID sales_at_outrightcrm.com

6
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