Create Cases from Emails in Sugar CRM

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Create Cases from Emails in Sugar CRM

Automating manual processes can make life much easier. Take the example of creating Support Tickets. If this repetitive manual process is automated, a lot of hassle can then be avoided. With SugarCRM, two such manual processes are automated, that is creating Cases from Emails and uploading multiple files at one time. With Sugar CRM Inbound Mail Box Case Generation, Cases are created from Emails. The user has to navigate to Admin Menu and in the Inbound Emails tab to make the appropriate settings.  After setting the Inbound Emails, incoming emails will be stored as Cases in the CRM. Using the Case Macro, replies to the cases are attached to the correct cases, making the case up to date.

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