Scott Miller 9/6/2024 3:45:49 AM Hi Luison
One simplistic method for achieving this is to email the database directly. If you head into setup/tools you will see an option 'E-mail to Database'. This will contain the email address you can use to send emails in to TD. The idea is that emails will have this address cc'd or bcc'd so they enter TD.
An improvement on this is to use an email redirect (not a forward). Let's say you assign an email address 'addnote@luison.com' and redirect all email sent to this address to the TD email address. Any emails that you generate from TD can have 'addnote@luison.com' automatically cc'd and as long as the recipient replies to all the emails with this cc emails will continue hitting TD. You can add a note to the footer of your emails to say 'please ensure your emails retain the addnote@luison.com email address in all correspondence'.
To process the email received you can either use an email address or when you send the email initially just make sure you add the Id of the record to the subject. So for example if the email relates to a Case make sure the Subject contains 'Case Id - XXXXX' as you can extract this and use a workflow trigger to relate to a Case.
This is one method. Hope it helps
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