Smart matching problem

Smart matching problem

Post by bmIwNTE » Sun, 16 Nov 2008 01:19:01


We regularly find new (i.e. no CRM tag) incoming emails that were sent to our
incoming CRM queue which were incorrectly smart matched and linked to some
order. This happens e.g. with incoming faxes from our e-fax server; these all
have the same subject line. They should NOT be attached to any entity, but
the so-called smart matcher links them to some existing entity. We're using
MS CRM 4.0 non-hosted

Anyone recognize this problem ?
Can the smart matching feature be disabled ? (just tracking tokens in 3.0
worked fine)
Thanks.

BTW, also noticed that unticking the box 'Track emails sent between users as
two activities' in System Settings/Email results in not emails between users
not being tracked at all
 
 
 

Smart matching problem

Post by Dave Irela » Sun, 16 Nov 2008 04:38:17

I'd agree with your assessment of the smart matching, but it is what it is.
Not sure if you saw this blog post the other day, but it goes deeper into
the underlying logic of the smart-matching than any post I'd seen
previously. might give you some ideas:

http://www.yqcomputer.com/

Dave Ireland