Email Capturing into RIB CX
- Former user (Deleted)
- Usman Shahid (Deactivated)
- Former user (Deleted)
Even though RIB cx is not intended to be used as an email system, a useful feature is the ability to forward emails from your email client inbox into RIB cx. All external emails forwarded into the system will be received as an 'EML: Incoming Email' form type.
Setting up Email Capture
In order for a user to have the ability to forward emails into RIB cx they must first be added to the contacts list on the project as a standard user. The email address linked to the users name must correspond to the email address from which the email is being forwarded.
The email address to which the email must be forwarded in order to be imported into the system can be located under the Project Details page. It will be of the format ProjectID@au.itwocx.com.
You can set up a distribution rule so that incoming emails are addressed to an action person so that they can distribute accordingly.
Emails can also be forwarded directly to a user within RIB cx. The email address will be of the format User-ID.ProjectName@au.itwocx.com. For example: RIB-AM.CXDEMO@au.itwocx.com.
Using a Different Form to Log Email in RIB CX
Although emails will be received as the 'EML: Incoming Email' form type by default it is also possible to forward emails to be received as another form type. In order to do this, the desired form type code needs to be added to the start of the email subject line. For example, adding 'GEN:' to the subject line will mean that the email will be received as a general form type in the system.
They are found in correspondence > EML: Incoming Email.
Log EML Form and be Notified
As a user, if you have gone to your Contact Details and clicked the checkbox for 'Send Confirmation email', an EML form would be created in CX along with the confirmation email sent to you :
