I've been testing the email features of OpenERP and have discovered if I'm the "user", email goes to my Messages, however if I setup a generic email and set it to receive and create a new crm.lead, the generic user goes to my Sales | Leads menu.
What I want, is ANY email that comes into the system is associated w/ a client record based on email address and/or if a customer is not found, one is created.
So to be clear, I'm a user w/ the user name of firstname.lastname@example.org Any email that personally comes to me does NOT create a crm.lead, but shows up only in my messages. I want that email to be attached to the client record so I can track my conversations w/ the client.
If a email comes to email@example.com, then it DOES create a crm.lead. Which is what I want.
How do I setup OpenERP to ALWAYS attach a received email to a customer record that is in my system (or create one if it doesn't exist)?
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|Asked: 4/25/13, 5:08 PM|
|Seen: 686 times|
|Last updated: 3/16/15, 8:10 AM|