FAQs Archive - Page 4 of 4

When a case is created from email then are the attachments saved to the case too? We often have a need to check the attachments received from the customer. It is very time consuming to search each email thread of a case to see if attachment exists.

Yes, there is a capability to copy attachments from received emails to case notes. Further, in-order to help with the email attachments, we have also provided a section on [...]

Can incoming emails be filtered based on keywords?

Yes, EP configuration has a setting called as 'Subject Filter' under Inclusion section. Here you can add multiple keywords seperated by ";". If this filter has been specified then [...]

Can we set default values for fields in the newly created record?

Yes, to set up default values...select data source as "Default Values" and then enter the text accordingly. For example, if you wanted to set a default value for "lead [...]

Is the newly created CRM record linked to the received email?

Yes, the regarding field in email is set to the newly created record. You can view the email in the activity section of this record.

What CRM field data-types are supported?

Below CRM field data-types are supported: Single line text Multi-line Text 2 Option-Set (yes/no;true/false) Option-Set Date-Time Currency Integer Decimal LookUp

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