CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Create a new case from inbound email
Pages: [1]

Author Topic: Create a new case from inbound email  (Read 1385 times)

seashell

  • I’m new here
  • *
  • Posts: 24
  • Karma: 0
Create a new case from inbound email
August 18, 2010, 05:17:04 am
We have in many instances, where an inbound email that is parsed into Civi where it is not related to an existing case, but needs create a new case - we are using 3.1.6.  I am not certain but is there a method to do this.


Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Create a new case from inbound email
August 18, 2010, 12:45:35 pm

You will need to extend the code to handle the below scenario. You'll need to also figure out how/what determines when a new case is created etc

if you do make this change, please share your changes so others can benefit. Can you also share how/why/where u r using CiviCase

thanx

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

seashell

  • I’m new here
  • *
  • Posts: 24
  • Karma: 0
Re: Create a new case from inbound email
August 19, 2010, 05:17:41 am
Use of CiviCase

In most instances new emails, or even in some cases responses to an email may create a follow-up case in which requires action.  Example:
Client receives email notification of upcoming event, sends email in asking for specific dates or wants to be notified of the next start date for course.  It would be great to have all inbound emails brought into civi, then filed either to an existing case, creating a new case or just record under activities. 

In essence, the ability to use a mailbox (or multiple mailboxes) to receive email, but have civicrm functionality to handle inbound emails and resulting outbound emails.  Basically, it becomes the centralized communication center.  All inbound emails are reviewed by assigned "coordinator", who then categorizes them to a case category for follow-up.  Example:  If related to specific program assigned to that program category as a case.   The inbound email would have an option for "Reply" which works much the same as an email and allows for adding your response to the top of the outbound email with the email content you are responding to in the message body.  Thus, civi can track the communication(s) and become the centralized communication center.
 


Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Create a new case from inbound email
August 19, 2010, 08:40:17 am

You'll need to do a fair amount of development to meet the below needs. CiviCRM does not do a lot with emails currently. u'll also need to thread all related emails together etc

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

demeritcowboy

  • Ask me questions
  • ****
  • Posts: 570
  • Karma: 42
  • CiviCRM version: Always the latest!
  • CMS version: Drupal 6 mostly, still evaluating 7.
  • MySQL version: Mix of 5.0 / 5.1 / 5.5
  • PHP version: 5.3, usually on Windows
Re: Create a new case from inbound email
August 19, 2010, 11:47:33 am
Does this meet your needs?
http://wiki.civicrm.org/confluence/display/CRMDOC32/Autofiling+email+activities+via+EmailProcessor
You'd want to set up the combination of tip#1 and tip#2.

You'd still need to create cases manually.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Create a new case from inbound email

This forum was archived on 2017-11-26.