Matching by Email or Domain Name

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Commit connects an incoming support email to specific accounts based on the full email address of the sender, or by the domain name (if defined for the account).

 

If one of your clients has many possible email addresses, you should either add each of the email addresses as the email in the secondary contact (in the Account Contacts tab), or define the client's domain name in one of the Account's email addresses or secondary contacts.

 

To define a domain name for an account:

 

Set the domain name (e.g. "commitcrm.com") as the email address in one of the following places:

Account's Email field (in the General tab)
Account's Email 2 field (in the Address tab)
Add a secondary contact, and set the domain in the contact's email field

 

Notes:

1.Account detection will first try finding the full email address.
2.Only if this email address does not exist in the database, the system will search by the domain name.
3.Duplicate domain names will create an error when processing the incoming email. Note that the system does not prevent entering duplicate domain names.

 

commit_email_connector_setup_processing_domain_name
Domain Name in Secondary Contact