Configuring case creation from email

You can work with your Infor project manager or account manager to configure cases that are generated from inbound emails.

  1. Log in as CMsetup administrator.
  2. Access Case Management from the navigation menu.
  3. Click Settings.
  4. Click General.
  5. Click Email Channels.
  6. Click Case Creation.
  7. Specify this information:
    Enable New Case Emails
    Enables new cases to be generated from inbound emails. Set to Yes only when Email Channel integration has been fully configured. Work with your Infor project manager or account manager to obtain additional documentation to setup this integration.
    Admin Email Address
    The email address of the administrative personnel that you want to receive error notifications and handle email channel issues. This can be a group mailbox address or one or more individual addresses.
    From Email Address
    The email address that you want the error notifications to be sent from. For example, CM_EmailChannel_Issues@acme.com.
    From Name
    The name you want the error notifications to be from. For example, CM Email Channel Issue, or set the same as the From Email Address.
    Purge data older than
    The interval by which processed original email data (successful and unsuccessful) are purged from the Case Management database. The purge task deletes the processed original email data that is older than the selected interval.
  8. Click Update.
Parent topic: General settings