Skip to Content
0
Former Member
Oct 17, 2012 at 12:57 PM

ERMS Email Data to Interaction Record (CRM 2007)

32 Views

Hi,

We have a requirement that we need to default data coming from the email to the interaction record. For example, we need to get the email subject, receiver email address and stuff and use those values to set values on our custom fields. Say, if the email subject contains "Benefits" then set the interaction record zzcustom_field to "EE Benefits" and description field "Email EE Benefits Query".

Thanks in advance!

Regards,

Marc