WFDASH-WEBAPP/docs/api-reference
Dave cfd3e3e6be feat(quotes): add person_hint for customer resolution in forwarded emails
Introduces the `person_hint` field to the `EmailIntakePayload`, allowing the system to resolve the actual customer when a rep forwards an email. The `findOrCreateCustomer` function now prioritizes `person_hint` over the sender's email, enabling a more accurate attribution of quotes. This change includes a case-insensitive substring match with a token-drop fallback for multi-token names, ensuring better matching against existing customer records.

Additionally, new unit tests have been added to validate this functionality, covering various scenarios including token-drop behavior and ensuring the correct customer is linked when a rep forwards an RFQ.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-27 11:11:44 +02:00
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orders-create.md
quote-create-and-customer-lookup.md