To copy from Email's sender and body text to Lead's person name and note

ERPNext
1

Hi there,

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
    automatically?

Thank you in advance,
Tetsuya

2

Sorry as is not configurable for now.

You can also create a Web-form for Lead and publish same on your ERPNext account.

https://erpnext.org/docs/user/manual/en/website/web-form

If client posts through a web form, then field to field mapping should also be done.

3

Hi Umair,

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?

Kind regards,
Tetsuya

4

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

Regards!

5

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?

Kind regards,
Tetsuya