On the Communications page, you can see that emails are assigned to different customers of yours.
After emails are assigned in YayPay, you can see the email(s) either via the EMAILS tab of the Customer - scroll down towards the bottom of the Statement page:
or via the Communications page, with the appropriate labels associated with the email:
How does Email Assignment work
- In a newly received email, YayPay looks at the email sender and tries to find a customer which also has the same email address listed as one of the contacts
- If the email was sent from YayPay to a Customer, all the replies to this email will be assigned to the same Customer
- If you have multiple customers using the same email address as a contact, the email will only be assigned to the first customer with the same email contact that YayPay encounters or finds
- If no email contacts are found, and the Business Setting "Email - Look at email body to associate emails to customers" is enabled/turned on, YayPay will attempt to look for the contact also in the body of the email, and assign the email to the first customer the platform finds with the same email address.
- If nothing is found in steps 2, 3, and 4 - the email message will remain unassigned i.e. on the Communications page, no Customer name will appear for the message ("not assigned")
Manual Email Assignment
It is also possible for you to manually assign or re-assign emails to a Customer record in YayPay.
Click on the specific message shown on the Communications page. In the message detail that is shown to the right, click on the 3 dots located at the top right corner, and choose the "Assign customer" menu item
You will be prompted to choose the customer(s) from the list to assign/associate the email to:
Assign Customer to Email with Customer Level Custom Field
You can also assign a customer to an email with the help of a customer level custom field in the Settings > Email section. Configure using IMAP/API for receiving emails:
Values from the custom field (selected from the available dropdown list) will be used to link inbound emails to corresponding customers. Each value must be unique for the customer to avoid flaws.