MailReader and Email Tags

Modified on Tue, 14 Jun 2022 09:26 by Freddy Donovan — Categorized as: Notes

Info About the MailReader

The sender of the email will be listed as the Owner of the note if the sender is a Note Owner (attribute on the contact record) and the email address is listed on their contact record (one of the two email addresses). Otherwise, the owner will be blank.

The sender of the email will be listed as the Add User of the note if the sender is a User in Adjutant (attribute on the contact record) and the email address is listed on their contact record (one of the two email addresses). Otherwise, the Add User will be listed as MailSys.

The first From: address in the email body is used by the MailReader to figure out which contact the note should be linked to. The Organization is then looked up by finding the contact.

If the contact (the From: address) does not exist in Adjutant, then the MailReader will not be able to link your note to the correct contact/organization.

The MailReader skips over internal addresses (those ending in the same domain name as your company's website) when it looks for contacts to link to.

The bottom of every note created by the MailReader contains the sender's email address and the recipients' email addresses (To: and CC:).

Attachments will be stripped off of the email and attached to the note. They can be viewed in the Document Vault for the note.

Email Tags

The following is a list of tags that can be used in the body of an email that is sent to your Notes email address.

You can use multiple tags in an email; the MailReader program will attach your note to the records you specify.

Please note that all email tags use brackets before and after the code/ID you're specifying and that no spaces should ever be used in an email tag. Using spaces will cause the MailReader to ignore the tag.

CUSTNO[X] - Organization, where X is the Organization ID.

FL[X] - Follow Up Date of the note, where X is the Date. The date MUST be formatted as XX/YY/ZZ, where X is the month, Y is the day, an Z is the year. Using this tag sets the Note Status as Open.

PRI[XX] - Note Priority code where XX is the code value from the NOTEPRIORITY rule.

OPPID[X] - Project Opportunity, where X is the Project Opportunity Number.

PROJID[X] - Project, where X is the Project ID. Not as common as using the Project Number.

PROJNUM[X] - Project, where X is the Project Number (if you are using alphanumeric Project numbers).

SVCORD[X] - Service Order (Task), where X is the Service Order Number.

CID[X] - Company ID, where X is the CID.