Customer Identification Options for an E-mail Monitor
Use the Identify Customer page in the E-mail Event Monitor window (accessed from the E-mail and Event Monitoring Manager) to define options for identifying Customers and associating them with the appropriate Customer and Business Object Records.
To define Customer Identification options:
Option | Description |
---|---|
Find Customers by E-mail Address |
Look up the sender's e-mail address in the e-mail field of the appropriate Customer Object, and then specify which field CSM should search in Customer objects.
Search All Contact Manager Objects: Select this check box to have CSM search e-mail fields in all objects in the Contact Manager. Note: It is possible to include other objects in addition to
the Customer Object in the Contact Manager (example: External data). If
Customers are kept in an External Business Object or other custom object, then
check this option to include it in the search.
Note: This is an advanced option for use when e-mail addresses
are stored in a non-standard object for specialized use (example: A server list
that sends alerts). If these are not requirements, use the Customer - Internal
Business Object default.
|
Find Customers by Domain |
Look up the sender's domain in a specified Business Object and Field (select the Business Object and Field in the drop-downs). Note: The selected Business Object must be configured to have
an appropriate field containing the domain. Create a field and either require
it to be manually filled or use an Expression to determine the domain from the
already-entered e-mail address (which can be done easily using a Text After
Modifier).
|
Custom |
Use information other than the sender's e-mail address (example: Subject) to identify Customers. In the drop-down, select what and where CSM should search:
|
Default Customer to Use | Select a default Customer from the Contact Manager (click the Ellipses button). CSM uses the default Customer with which to associate Business Objects if the Customer cannot be identified using the other methods. |