Howto: Set up inbound email handlers to assign cases to teams or security groups (explained)

SuiteCRM Forum - English Language Installation & Upgrade Help
1

The attached PDF document contains instructions that show how to achieve this by:

  • Configuring an inbound email handler that automatically creates Cases to make it assign them to a known login user (placeholder user), of your choice

  • Reassigning the Cases assigned to the placeholder user using a Workflow to one of:
    - ALL Users (but do not use this one)
    - ALL Users in Role
    - ALL Users in Security Group

You could also set the workflow to assign to a particular user who is an employee.
Enjoy!

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Hi there,

Thank you for your contribution.

Thanks,

Will.