Set up inbound email to update a specific record

Hi Scott MacLeod,

so you want to create a notification (-email) or a task for i.e. an account manager in case of a client has created x requests via email?

If this is correct you need to

With SugarCRM Enterprise:

1. create an additional calculated field on accounts or contacts that summs up the amount of cases (likely created via inbound email - standard functionality).

2. set up an additional calculated checkbox field that is "true" if the amount of the first field is divisible without reminder by X

3. set up a SugarBPM that send out an email to the account manager or creates a task in case of the second field is TRUE

With Professional:

a) build up the same with the deprecated old workflows

or

b) ask your partner or the community to create a logic hook

or

c) upgrade to enterprise

If you need assistance on any part of the above please let me know.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

Hi Scott MacLeod,

so you want to create a notification (-email) or a task for i.e. an account manager in case of a client has created x requests via email?

If this is correct you need to

With SugarCRM Enterprise:

1. create an additional calculated field on accounts or contacts that summs up the amount of cases (likely created via inbound email - standard functionality).

2. set up an additional calculated checkbox field that is "true" if the amount of the first field is divisible without reminder by X

3. set up a SugarBPM that send out an email to the account manager or creates a task in case of the second field is TRUE

With Professional:

a) build up the same with the deprecated old workflows

or

b) ask your partner or the community to create a logic hook

or

c) upgrade to enterprise

If you need assistance on any part of the above please let me know.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH