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This information is to be used as a guide for builders implementing the Framework ECM Inbox Solution. This solution monitors incoming emails and creates comments in CRM providing a centralised method of capturing all communications with the customer.
Emails from Office365 are monitored and filtered using the following criteria. Where an email meets any of the following criteria it will be saved against the job in the CRM Comments.
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Filtering key/text (in email body or subject) should be in the format as below.
[Mandatory Group1 term] [optional space] [Optional Group2 term] [Optional Joiner] [actual job ref/Id]
Based on the above, having “Job” or “project” is mandatory, but “Ref” or “Reference” is a group 2 term similar to “Id”. i.e Having “Ref” only will not enable a text getting filtered. Instead it should be combined with either ‘job’ or ‘project’. Some correct filtering examples are listed below.
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