Auto Logging of Calls / Emails

RangerMSP User Question*

How to setup RangerMSP to auto log incoming calls/emails based on the domain name of the sender and not the users exact email address?

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* Question received by email and shared here for the benefit of our users.

Answer

You should add the domain part for the Account Email1 or 2 fields (e.g. instead of storing an email address there) or create a secondary contact for Account and add a domain part (only) as the contact's email.

This will be used as a domain catch-all address where any email coming from anyone at this domain will be considered as one coming from this Account, and a new ticket will be created under it.

It is also explained in Matching by Email or Domain_Name.