Put mail on the customer automatically

By default a synced mailbox fills the Email tab and nothing else: getting a message onto a customer means opening that customer and using Import {{count}} Thread(s), one message at a time. Switch this on and the mailbox files its own correspondence as it arrives.

Turning it on. Open Email & Calendar, go to Settings, open the account and turn on ⟦Put mail on the customer automatically⟧. It is per mailbox, so each colleague decides for their own, and it only appears while Email sync is on.

What gets attached. A message to or from someone in your CRM is attached to them and their company as it arrives, so nobody has to find it and import it. Only an exact match on the email address counts.

So a message from a contact lands on that contact and on the company they belong to, which is where most people go looking. A message to or from a company address lands on that company. A message to or from a lead lands on the lead. Everything else is left where it is.

Only an exact address counts. Matching on the domain instead would attach every private message from a gmail.com address to whichever customer happens to have signed up with one, so it is deliberately not done. If a person writes from a second address that is not in your CRM, add it to their contact card and mail from that address starts being filed too.

Your own address is never the match, which is why a note to a colleague does not land on a customer just because your address is on it.

It only ever adds. Turning the switch off stops new mail being filed and leaves the correspondence already on records alone. Nothing is moved out of your mailbox, and nothing is deleted in Outlook or Gmail. To take a single message off one record, use the bin on that record's email row: Reading and sending mail inside DealJourney.

History. Filing starts from the moment you switch it on, so older mail already in the Email tab is not filed retrospectively. Ask support if you want your history filed in one pass.