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Form - Create from Inbox

503 bytes added, 07:44, 22 June 2017
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== Option 6 - Auto classification (Email) ==
 
If you have chosen a form for auto classification in Step 2, bxp needs to know which email address field in the form to match against. Simply select the email address field from the drop down list of fields available. Text box, email address and a select number of other fields will be available using their field mapped names.
 
 
For example an email comes in from philip.lacey@allnone.ie, how does bxp know which account to match this against? By choosing the field in your contacts form (chosen as option 2) that contains the email address, bxp can make the link.
 
This is again an autoclassification. In Option 2, you've chosen a form with all your contacts. In that form you have a field (a Staff List type), which says, this user owns / is responsible for this account.  If you have chosen a work distribution type of Portfolio in Option 3, then bxp needs to know WHO is portfolio owner of the record. This is a Choose the field of type "staff", in from the same form as you chose chosen in Step Option 2and bxp will be able to match incoming mails to the proper owners
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