Hi,
Has anyone ever tried to change what Person template is used when a Customer is created via incoming email?
Up to now we’ve just had one “Customer” Person template and this is applied to new customers created via incoming email and via AD synchronisation.
What I want to happen is for Customers created via AD sync to continue picking up the existing Person template, but I want Customers created via incoming email to pick up a different Person template. This template has various fields set to different defaults (e.g. it’s Organisation set to “External”, Customer Profile set as “External”).
If anyone can point me in the right direction it would be appreciated.
Thanks,
Ian