Email Matching - Revision history

CreatioWikiSysop at 17:44, 13 February 2026

2026-02-13T17:44:43Z

← Older revision		Revision as of 13:44, 13 February 2026
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	and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"		and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"

	==== Smart Matching ====		==== Smart Matching-coming Feb 26 ====

	~~'''NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING~~.~~'''~~		Note this is enabled by default. Also this only checks Activities created within the last 90 days for speed reasons.

	~~Note this~~ is ~~enabled by default. Also this only checks Activities created within the last 30 days for speed reasons~~.		The email conversion id is used to find a match.

	~~For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record.~~		Some examples

	~~The system will search on subject, sender and the first to address in various orders and the results will show how the match was made and a confidence level.~~

	Some examples

	The first example is from a match on the email id (entryid) and so the email had been filed against this record.		The first example is from a match on the email id (entryid) and so the email had been filed against this record.

	[[File:oppo match1.png\|300px]]		[[File:oppo match1.png\|300px]]

	~~The second example here has used the subject and an email address to find a match as the email had not been previously filed.~~

	~~[[File:case match1.png\|300px]]~~

CreatioWikiSysop at 17:43, 13 February 2026

2026-02-13T17:43:16Z

← Older revision		Revision as of 13:43, 13 February 2026
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	For emails not previously filed the email from address is used to match on the		For emails not previously filed the email from address is used to match on the

	* Contact (Email)		* Contact (Primary Email)
	* Lead (Email)		* Lead (Primary Email)
	* Account (domain from Web value)		* Account (domain from Web value)

			..coming Feb 26
			* Email Conversation Id - this is stored when an email is saved
			* Contact (Any Email)
			* Account (Any Email)
			* Lead (Primary Email)
			* Account (domain from Web value)



	==== How does Account matching work ====		==== How does Account matching work ====

CreatioWikiSysop at 13:36, 8 January 2026

2026-01-08T13:36:38Z

← Older revision		Revision as of 09:36, 8 January 2026
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	==== Smart Matching ====		==== Smart Matching ====

	NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING.		'''NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING.'''

	Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.		Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.

CreatioWikiSysop at 13:36, 8 January 2026

2026-01-08T13:36:22Z

← Older revision		Revision as of 09:36, 8 January 2026
Line 23:		Line 23:

	==== Smart Matching ====		==== Smart Matching ====

			NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING.

	Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.		Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.

CreatioWikiSysop at 09:44, 17 December 2025

2025-12-17T09:44:15Z

← Older revision		Revision as of 05:44, 17 December 2025
Line 24:		Line 24:
	==== Smart Matching ====		==== Smart Matching ====

	Note this is ~~disabled~~ by default.		Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.

	For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record.		For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record.

CreatioWikiSysop at 16:38, 1 December 2025

2025-12-01T16:38:27Z

← Older revision		Revision as of 12:38, 1 December 2025
Line 23:		Line 23:

	==== Smart Matching ====		==== Smart Matching ====

			Note this is disabled by default.

	For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record.		For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record.

CreatioWikiSysop at 11:01, 23 January 2025

2025-01-23T11:01:15Z

← Older revision		Revision as of 07:01, 23 January 2025
Line 32:		Line 32:
	The first example is from a match on the email id (entryid) and so the email had been filed against this record.		The first example is from a match on the email id (entryid) and so the email had been filed against this record.

	[[File:oppo match1.png\|~~600px~~]]		[[File:oppo match1.png\|300px]]

	The second example here has used the subject and an email address to find a match as the email had not been previously filed.		The second example here has used the subject and an email address to find a match as the email had not been previously filed.

	[[File:case match1.png\|~~600px~~]]		[[File:case match1.png\|300px]]

CreatioWikiSysop at 11:01, 23 January 2025

2025-01-23T11:01:05Z

← Older revision		Revision as of 07:01, 23 January 2025
Line 29:		Line 29:

	Some examples		Some examples

			The first example is from a match on the email id (entryid) and so the email had been filed against this record.

	[[File:oppo match1.png\|600px]]		[[File:oppo match1.png\|600px]]

			The second example here has used the subject and an email address to find a match as the email had not been previously filed.

	[[File:case match1.png\|600px]]		[[File:case match1.png\|600px]]

CreatioWikiSysop at 10:59, 23 January 2025

2025-01-23T10:59:19Z

← Older revision		Revision as of 06:59, 23 January 2025
Line 23:		Line 23:

	==== Smart Matching ====		==== Smart Matching ====

			For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record.

			The system will search on subject, sender and the first to address in various orders and the results will show how the match was made and a confidence level.

			Some examples

			[[File:oppo match1.png\|600px]]

			[[File:case match1.png\|600px]]

CreatioWikiSysop at 09:39, 23 January 2025

2025-01-23T09:39:17Z

← Older revision		Revision as of 05:39, 23 January 2025
Line 21:		Line 21:

	and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"		and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"

			==== Smart Matching ====