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  1. CiviCRM
  2. CRM-3827

CiviCase - Record Activities for a Case via Email

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.2.0
    • Fix Version/s: 2.2.0
    • Component/s: CiviCase
    • Labels:
      None

      Description

      (draft spec - deepak, confirm approach w/ lobo before starting implementation)...

      Some service providers need an easy way to add activities to a case when they are "in the field". We will provide a mechanism to do this via email:

      • User sends email to case+case_id@civicase.physicianhealth.com
      • CiviCRM supplied script will retrieve and process emails from that (wild-carded) mailbox;

      o Parse email for Case ID and verify that FROM (sender) has a current "relationship" to that case

      o Insert activity record for that case. Email subject => Activity subject

      o A generic activity type ("Inbound Email") will be assigned unless the email message includes a valid activity type in the first line

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            People

            • Assignee:
              neha.saraph Neha Kulkarni
              Reporter:
              dgg David Greenberg
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                Resolved:

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