Saturday, February 22, 2020

Automatically relate inbound email to contacts - Suitecrm

For some reason SugarCRM and SuiteCRM do not automatically relate inbound emails to a contact.

Others have outlined the problem like this:

https://community.sugarcrm.com/thread/20195 - Inbound email auto import doesn't relate to contact

The result is that automatically imported emails show under the history tab of a contact based on a dynamic match of the email address - but the email record is not marked as related to the contact.

This means that if the email address of the contact changes, you will lose the email history connection.

On examining the modules/InboundEmail/InboundEmail.php script, I found that the relate functionality is disabled by default:

Line 5157:

                ///////////////////////////////////////////////////////////////////
                ////    LINK APPROPRIATE BEANS TO NEWLY SAVED EMAIL
                ////    $contactAddr = $this->handleLinking($email);
                ////    END LINK APPROPRIATE BEANS TO NEWLY SAVED EMAIL
                ///////////////////////////////////////////////////////////////////

line 5442:

                ///////////////////////////////////////////////////////////////////
                ////    LINK APPROPRIATE BEANS TO NEWLY SAVED EMAIL
                ////$contactAddress = $this->handleLinking($email);
                ////    END LINK APPROPRIATE BEANS TO NEWLY SAVED EMAIL
                ///////////////////////////////////////////////////////////////////


Remove the commenting on the handleLinking function to enable.

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