AUTOCRM

General Idea

As an additional feature to the CRM, AutoCRM allows a user to make a quick record in the CRM of their day-to-day emails to prospects and members. This is done by bcc-ing the autocrm@systemdomain.com address (where "systemdomain.com" is the native domain name of the system that you are operating within). Support will be happy to help you with this.

Configuration

• To configure, go to Configuration > CRM System
• Find the Auto CRM Settings
• Enter the emails to accept from, and enter the email addresses of the association rep(s) who will be using AutoCRM. This will limit usage to only emails with a from address matching these.
• Select a type for Record as Contact Type. This is the contact type for the contacts that will be recorded by AutoCRM

If an email is bcc'd to autocrm@, it will need to match with 1 database record only on the from address (the association rep) and 1 database record only on the to address (the member or prospect being communicated with). If there is not a match, an error message will be returned to you via email.

Error Report

In the configuration area, there is a link to an error report. In case you are having difficulty using the system... this will show the errors that are logged, when an email is set to autocrm@