In my configuration, new incoming emails are converted to Leads.
Currently, those new Leads have empty “Person Name” and “Note.”
I’m wondering if I configure my ERPNext so that it copies
- (email) the sender’s name to (lead) Person Name
- (email) the body text to (lead) Note
Thank you in advance,
Sorry as is not configurable for now.
You can also create a Web-form for Lead and publish same on your ERPNext account.
If client posts through a web form, then field to field mapping should also be done.
Thank you for your clarification.
Since email is (unfortunately) still the largest source of leads, I cannot migrate to web forms…
I believe this copying function is almost the de-facto standard as seen in many proprietary/open-source CRMs.
Should I file this function as a feature request? Or is it already on the roadmap?
Hi, I think I saw this functionality somewhere written just because it’s fundamental.
You should look in github the issues with CRM tag and if you find it give it +1
Hi, Thank you for your info.
Unfortunately, I was not able to find the issue (or feature request) in GitHub.
Could you help me with finding the issue there?