Incoming Emails? - Forum - Rollbase - Progress Community

Incoming Emails?

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Incoming Emails?

  • Does the system have the ability to accept incoming emails and attach to records?
  • No, we do not process incoming emails.
  • is there any future plans to take incoming emails? Atleast to one central area where a user can then index them to the correct record? Would be very helpful tool.
  • Do you use gmail or in-house server? Perhaps we can try to access gmail box through API. I'd like to see more demand for this feature.
  • We would be willing to use gmail if that would make it accessible via API - I think this would be widely used and great for marketing your product. For people trying to design paperless workflow systems it is a must. Eliminates the need to constantly upload documents, would just be able to use the subject line or even the body of the message (email) to index via a properly designed trigger/workflow.
  • I cannot promise quick fulfillment of this request but I will keep it in mind. Sorry for inconvenience.
  • guys, want more demand? --- this would make a massive difference to my application. In fact, I was going to ask about it very soon. Our system is very centred around a document register for each loan application. I would love to be able to e-mail attachments to a central point, and then attach them to specific files. Maybe we could have a reference in the subject so that the allocation could be automatic? We use gmail. Keep me posted.
  • OK, good ti know. Will try to accommodate this request.
  • Any idea if this will make a upcoming version update? This would work great for us even if it did not allow for attachments as we now send and receive all documnets via a secured ftp link. Other systems like longjump have this feature for incoming emails so it would be keeping up with the Jones's... Thanks
  • Yes, you can access incoming emails from gmail account. Use Page Editor on general pages and add email component to your page.
  • Yeah, but does the system allow you to run triggers and move incoming emails based on subject lines or content of the email?
  • Yes, the real the benefit would be an 'incoming email' trigger, which had access to {!recipient} , {!subject}, {!body}, {!attachment} and ability to save the attachment against a file upload field.

    Then we could do things like forward scanned images to our document register, or update the status of an object based on a client's reply to a system generated e-mail etc.
  • Sorry but this is currently out of the question due to performance considerations. However incoming emails can be traced to original Rollbase records. I'm awaiting feedback on how this can be used.
  • Ok, but how about giving the email page an edit button so you can change the "Related To" field which would enable you to attach it to the correct records correspondence. The field is viewable but not editable. Because if it does not automatically match the record i don't see a way to manually attach it.
  • This mark is set when you send an email related to particular record and preserved later on.