1 / 6

SuiteCRM Record Receiver Automatically Create Records

SuiteCRM Document Bulk Uploader is the extension for SuiteCRM. It helps the user to upload more than one document on one single click. It helps the user to check the upload status of the selected documents. Document Bulk Uploader supports the all module type of CRM.

Download Presentation

SuiteCRM Record Receiver Automatically Create Records

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. SuiteCRM Record Receiver Automatically create records from inbound emails , set target modules can be of your choice like Leads / Accounts

  2. SuiteCRM Record Receiver Here are the key features : 1. Any module can be selected as destination/target to receive emails. 2. Map your fields with predefined tokens, many fields can be set. 3. Auto-assignment rules. 4. Select the customer email address from “From address” or Email body. 5. Notify to your choice of email or SuiteCRM user.

  3. Pre-requisites Please follow the below steps before installing the Record Receiver. • Log in as an Administrator. • Verify the CRM version should be compatible with Record Receiver. • CRM should have the Outright utils version 10, if not then install the OutrightUtils package first then install the Record Receiver. • You must have an Group Inbound account to configure the Record Receiver. • Cron Job must be set up in CRM.

  4. Record Receiver NOTE: If you are using a free plugin and it works for you, please share your feedback and suggestions.

  5. Content US : USA Address : 5550 Progress Road Indianapolis, IN 46241-4331, India Address: H-Block, H-221, 4th Floor, Sector 63, Noida, Uttar Pradesh, India,201301 Call Us @: +1 952 314 9111, India : (+91)-120 4239837 Email ID : sales@outrightcrm.com

More Related