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When someone sends an email to firstname.lastname@example.org or email@example.com, it is caught be the firstname.lastname@example.org and Aliases distributes it accordingly eg
- email@example.com GOES TO User1 inbox
- firstname.lastname@example.org IS USED TO create a new lead!
What can OpenErp do with these emails...
- email@example.com (would have an attachment)
- firstname.lastname@example.org(would have an attachment)
- email@example.com (may have an attachment)
- firstname.lastname@example.org(may have an attachment)
For remittance, invoming_invoices and statements: I would create projects and assign respective aliases to these projects (remittance, incoming_invoices, statements). Configure the project so that incoming emails referring to this project's alias create issues, not tasks (issues are better to handle communication with external people).
Then define the steps in your projects according to your organization. As an example, for remittance, you can use the following steps: New, Accepted (when you get the valid document), Processed.
For email@example.com, you should create a sales team and assign it this alias. This will create leads that you can convert to opportunities and sale orders.
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|Asked: 2/14/13, 8:09 AM|
|Seen: 2266 times|
|Last updated: 2/27/17, 4:21 AM|