Manage e-mail assignments
- Peter Schöll
In this form, you can identify and edit email assignment errors.
Incoming emails that could not be assigned can be processed manually under Organization > System administration > Email administration > Manage email assignments.
There may be various reasons for the unassigned emails. Open the sent e-mail in your e-mail program and answer the following questions depending on the use case. Automatic assignment in CRM can only take place if you can answer all questions with Yes.
Is your sender e-mail address identical to the e-mail address stored in your Scopevisio user data or under Activities > Incoming e-mails > Settings?
If you have forwarded an email received from a contact to Scopevisio...
...does the subject line contain the abbreviation FWD:, FW: or WG:?
...does the e-mail text contain a line introduced by From: or From: which contains the customer's e-mail address?
...is the contact's e-mail address identical to the stored e-mail address?
If you have sent the email to a contact and via CC or BCC to Scopevisio...
...is the e-mail address entered under Recipient (TO:) identical to the e-mail address stored for the contact?
If you have sent an internal e-mail to a colleague and via CC or BCC to the Scopevisio e-mail address and the e-mail address of a customer is entered in the subject line...
...is the customer e-mail address entered in the subject line enclosed in square brackets ?
...is this e-mail address identical to the e-mail address entered in the contact?