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Closed Email to Activity processing: If there's a matching org contact and no matching individual, then file on the org instead of creating a new individual
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  • Email to Activity processing: If there's a matching org contact and no matching individual, then file on the org instead of creating a new individual

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  • Closed Issue created by lisandro_compucorp

    Overview

    Hello CiviCRM team, on the automatic creation of email activities, we are trying to find a solution for the received emails that are associated with organizations, not individuals.

    The emails sent to an organization mail account are associated with a new contact of type individual, instead of the existent contact of type organization.

    This exact same situation was raised a few years ago here: https://civicrm.stackexchange.com/questions/20200/autofiling-email-activities-via-emailprocessor-to-organization

    Proposed behaviour

    We would like to add the ability to save these organization emails on the expected contact. This would be configurable using a specific new setting. We would do the change on https://github.com/civicrm/civicrm-core/blob/master/CRM/Utils/Mail/Incoming.php#L450 replacing the line for something like

    $cType = CRM_Core_BAO_MailSettings::defaultDAO()->save_organization_emails ? NULL : 'Individual';
    $dao = CRM_Contact_BAO_Contact::matchContactOnEmail($email, $cType);

    And adding the new field on MailSetting: new_screen

    If you think it is an acceptable idea, we will create a PR.

    Thanks!

    Edited by DaveD

    Linked items ... 0

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