Default Account Creation and Assignment

When a new contact is automatically created and there is no existing account with a website URL that matches the new contact's email address, the new contact will automatically be assigned to a specified default account. For example, if a contact with an email address johndoe@example.com is automatically created, E2CP will try to match example.com against the standard website field on all account records, or all URL fields on an account if 'Search Custom URL Fields' is enabled. If http://www.example.com does not exist, then the new contact will be assigned to the specified default account.

  • Oct 13, 2025
  • Knowledge

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https://kb.vicasso.com/?kb=000004831
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If you enable Auto Add New Contacts, then you must have a "default account." The default account is required because 'orphaned' contacts are private and cannot be seen by other users or included in reports. You can check this default account periodically and run reports on these contacts to manually associate them with real accounts.

 

Step 1 - Create an account, for example "Support Contacts to Reassign"

 

Step 2 - Navigate to the Inbound tab of the Email to Case Premium app, and search for Defaul Account. Define "Support Contacts to Reassign" as pictured below.

 

Step 3 - If you'd like Email to Case Premium to look at custom URL fields in addition to the standard Website field on an Account's record, please enable 'Search Custom URL Fields'.  This setting can be found in the Inbound tab, under Auto Add New Contacts/Leads.

 

default account.jpg

 


Note: If more than one Account exists with the same website address, an automatically created Contact will be added to the default account.

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Default Account Creation and Assignment
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Default-Account-Creation-and-Assignment