Name of Feature/Request: email to task assign location
What financial, time savings, or quality of life improvements will occur from this: To have the location of the contact emailing in the task to be assigned to the taskThings to Consider: Location can be hard to determine but when a contact has a location assigned to them in the Customer account then we would like to have that pulled into that taskSuggested Alternative Solutions: When using the Email to task function we would like to request that the once the Customer account is identified for the contact that the Location (If Assigned to the contact) be added to the task austomatically.Original Description:-- Task generated via email having the following recipients: chat@task.striven.com
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: chat@task.striven.com
Chat on crestlockco.striven.com
Conversation started on : Thursday, March 31, 2022, at 17:36 (GMT+0)
[17:37]
Ashley Porter: is there special button or connect that takes an email and turns it into a work order?
[17:37]
Troy has joined the conversation
[17:37]
Troy: Good AFternoon
[17:37]
Ashley Porter: same to you
[17:37]
Troy: Yes actualy there is a striven add on in gmail
[17:38]
Ashley Porter: oh thats a party foul
[17:38]
Ashley Porter: im a microsoft user..
[17:38]
Troy: That si righ
[17:38]
Troy: 
[17:38]
Ashley Porter: is there a timeline if microsoft will get this special button?
[17:38]
Troy: Not sure on Microsoft
[17:38]
Troy: You could forward to an email to task
[17:39]
Ashley Porter: fair enough
[17:39]
Ashley Porter: i can do what?
[17:39]
Troy: yes
[17:39]
Ashley Porter: i my training lacked this instruction. is there a quick way to explain what witchcraft you speak of?
[17:41]
Troy: awe when you create a task
[17:41]
Troy: there is a option to create an email address that you can use to auto generate the task
[17:41]
Ashley Porter: hmm.
[17:42]
[17:42]
Ashley Porter: what part of the system do i put the email in?
[17:42]
Troy: task type setup
[17:42]
Ashley Porter: ok .. im looking at this now
[17:43]
Ashley Porter: mine doesnt have that ?email to case address?
[17:43]
Ashley Porter: File : https://tawk.link/5ec6ead08ee2956d73a36e77/vc/6245e6aae9439701cc6ca5ee/v/9183a634f5abf3b2481425f34b975669ac191b8b/image.png
[17:43]
Ashley Porter: case is just what you call it
[17:43]
Troy: yes
[17:44]
Troy: yours is work order
[17:44]
Ashley Porter: so if i forward the email to "crestlockdispatch@task.striven.com it will auto create?
[17:47]
Troy: yes
[17:47]
Troy: and if the the contact emails it in the task will assign the customer and contact to the task
[17:48]
Ashley Porter: if we have them email us and we forward it to that email does it find there email?
[17:52]
Troy: no it is only the from email
[17:53]
Ashley Porter: im doing something wrong
[17:53]
Ashley Porter: File : https://tawk.link/5ec6ead08ee2956d73a36e77/vc/6245e6aae9439701cc6ca5ee/v/29f03e275e2c87c525a178c003b36ad10dff6ef3/image.png
[17:55]
Ashley Porter: it works
[18:01]
Troy: it can take some time
[18:02]
Ashley Porter: so it isnt linking my customer #
[18:03]
Ashley Porter: File : https://tawk.link/5ec6ead08ee2956d73a36e77/vc/6245e6aae9439701cc6ca5ee/v/d15c29cd68d0a940abea033d09867d3bd3d13ea6/image.png
[18:03]
Ashley Porter: disregard
[18:04]
Ashley Porter: can it be one of my email addresses?
[18:04]
Troy: IS that email associated to more than one customer account?
[18:04]
Ashley Porter: like crestlockservicerequest@crestlock.com?
[18:04]
Ashley Porter: i had a typo
[18:05]
Troy: it can be any email but it has to have a one to one relationship to a customer account
[18:05]
Ashley Porter: ok
[18:14]
Ashley Porter: how does it feel out the location field?
[18:14]
Ashley Porter: or does it not know the loco?
[18:16]
Troy: it will pick primary
[18:21]
Ashley Porter: it found my name but left loc blank
[18:25]
Troy: What about the customer account?
[18:25]
Troy: I think becuase you are a contact on more than one customer
[18:25]
Ashley Porter: i used my personal
[18:26]
Troy: is that associated to more than one customer?
[18:26]
Ashley Porter: no
[18:28]
Troy: what task are you using
[18:28]
Troy: task type
[18:28]
Ashley Porter: Service Request By Customer
[18:29]
Troy: what was the task you created via email to task?
[18:30]
Ashley Porter: 4520
[18:30]
Ashley Porter: 4521
[18:30]
Ashley Porter: 4520 linked my cust #
[18:33]
Troy: but not the location can you add another one?
[18:51]
Ashley Porter: just added
[18:56]
Troy: is your personal email associated with an employee record?
[18:57]
Troy: “Service e DSx” correct?
[18:57]
Troy: I will try to get this to re create in support squad and see if this is a bug or FF.
[18:58]
Ashley Porter: ok ty
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Added by System as Task Type was changedAdditional InfoResult: Standard Support Question
StrivenID: 2742453