You can create a new record in any bpm’online section based on an email message on the communication panel. For instance, you can add a new contact based on an email from an unknown sender. The new contact’s email address and name will be automatically populated with the data from the linked email message. If you add another record (i.e., an opportunity, invoice or an order), bpm’online will automatically populate its corresponding fields on the contact page with the corresponding data from the email message. For instance, when you create a new opportunity, the [Customer] field on the opportunity page will contain the name of the account or contact.
To create a new contact record based on an incoming email:
1.Click the button on the communication panel.
2.Select an email message.
As a result, a new record based on the email message data will appear in the [Contacts] section .