The preferred method of receiving email into the CRM is via a website contact form. This type of mail is called Form Mail.. Form mail data such as the contact's first name, last name, street address, city, state, and zip when submitted parsed and easily imported into the CRM into the appropriate fields. Email not submitted from a contact form is called Raw Mail. Raw email data is not easily recognized by the CRM when imported, thus why you frequently get a contact with "No Name"
How do I update the Person's details?
- Navigate to the communications section and click on the to open the message.
- Click on the Contacts Name which will be labeled as "No Name".
- Click on the Pencil Icon.
- Add the information provided in the message and click Update. Click Back to view the message with the updated contact.