Create "Contacts" automatically
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04-08-2019 05:31 AM
We recently upgraded to Londonand then migrated to CSM. CSM users "contacts" where as ITSM has "users". The problem I have is that user accounts are automatically created based on inbound email and users is added as a requestor.. Contacts are not created automatically and therefore not added to account. How can I get inbound emals to create contacts? Can CSM user requested for instead of contacts?
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Customer Service Management
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04-08-2019 05:55 AM
How are you determining that a user is related to a specific account? Are you assuming any email coming in for a specific case is going to be from a contact of the account?
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04-08-2019 06:11 AM
Hi Albert,
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09-22-2020 12:09 AM
Were you able to resolve this?
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08-27-2024 06:03 AM
Hi,
Also interested to know if you found a good solution to this, currently I have a report that gets checked daily by the Customer Support team who then change them to contacts, assign the correct company and udpate their title etc. based on their email signature.