Create "Contacts" automatically

RSanders
Kilo Explorer

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? 

4 REPLIES 4

Albert Chan
Mega Expert

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?

 

RSanders
Kilo Explorer

Hi Albert,

  The assumption is that any inbound user email will be associated with an account that is labeled "customer" . Our internal users are not labeled "customers. What I'm looking to do is have any inbound email associated with a account based on email domain (@customer.com). We had functionality for incidents where the user would be created and associated with a company. Now that we've moved to "cases" that doesn't work.   the inbound email action still creates users and does not move them to contacts nor add them to an account

Were you able to resolve this?

AdamBrushett
Tera Expert

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.