September 2011
Intermediate to advanced
1008 pages
24h 27m
English
You can track incoming e-mails in two ways:
• By using the CRM tracking token
• Through message filtering and correlation
The tokens work by appending a code in the subject of the e-mail with a form similar to CRM:0001006.
To learn more about how to configure this in the system options, see Chapter 12, “Settings and Configuration.”
The filtering and correlation to track incoming e-mails involves a method that doesn’t require appending data on the e-mail’s subject line. Instead, it uses an intelligent way to figure the thread of the e-mail using the e-mail’s sender, the e-mail’s recipient, the e-mail subject, and any ...