1

I would like to be able to select and import one or more e-mails from my external inbox, into the Activities of a Case, creating a new activity. Is this possible and if yes, how? Who is familiar with this and how is it done?

2

CiviCRM can be configured to read an email into an activity. The section Email-to-Activity processing in the chapter Email system configuration of the manual describes this in detail. But as a short summary, it entails configuring an IMAP email box and process it with a scheduled job.

  • The downside of that would be that you import all emails in the box I think? The requirement here is to import a single email when I as a user think it is useful rather than all emails in the box. – ErikH - CiviCooP Jan 17 '17 at 18:09
  • Typically you set up a special inbox for this purpose, and then forward or bcc there to import them. – Coleman Jan 17 '17 at 19:22
  • Can also configure to only pull a specific subfolder. – Demerit Jan 18 '17 at 14:40
  • @Coleman - if you forwarded it, wouldn't it get attached to the wrong contact? – michaelmcandrew Jan 19 '17 at 9:25
2

Are you using MS Outlook or Gmail? We've written a couple of extensions/plugins which allow the functionality you've described.

A couple of posts will give you some background to the project

https://vedaconsulting.co.uk/outlookforcivicrm-release https://vedaconsulting.co.uk/outlookforcivicrm-civicase

We've also recently done some work allowing you to sync CiviCRM Groups to mailing lists within your outlook client - blog post to come.

The CiviCRM extension and the outlook plugin can be found in our git repo along with installation instructions.

https://github.com/veda-consulting/uk.co.vedaconsulting.outlookapi

Thanks Erik and Pete for the nudges!

  • Thanks Parvez! I expect they will use Outlook and we now where to find you :-) – ErikH - CiviCooP Jan 17 '17 at 18:10
  • Can you provide links here to help complete this answer? – petednz - fuzion Jan 17 '17 at 18:52
  • We will use MS Outlook indeed. @Petednz, I am not sure what you mean by providing links, what kind of links do you mean? – ProCus Jan 18 '17 at 9:27
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    I think Pete means that it would be nice if Parvez adds links to his extensions and plugins :-) – ErikH - CiviCooP Jan 18 '17 at 9:49
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    Have added some links to the answer, happy to help get you up and running if needed. – Parvez Saleh Jan 18 '17 at 15:25
0

This blog post gives a good overview of an excellent way to import only certain tagged emails into CiviCRM. I found it very helpful and clearly written.

0

This blog explains how we delivered some improvements to 'inbound email' so that they could include the case id in the subject, and have the email added to the relevant case

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