Put mail on the customer automatically

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

Turning it on. Open E-mail & Kalender, go to Indstillinger, open the account and turn on Læg mail automatisk på kunden. It is per mailbox, so each colleague decides for their own, and it only appears while E-mailsynkronisering is on.

Your workspace has a say too. An administrator can switch this off for everyone, limit it to certain folders, or name addresses that are never saved. If the switch here is on and mail still is not being filed, that is where to look: Decide what DealJourney saves out of your mailboxes.

What gets attached. En mail til eller fra nogen i dit CRM bliver knyttet til dem og deres virksomhed, så snart den kommer ind, så ingen skal finde den og importere den. Kun et nøjagtigt match på mailadressen tæller.

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, unless an administrator has said otherwise. 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 off by default. An administrator can turn on a careful version of it that only applies when the address can belong to one of your companies and no other, and never to private addresses: Decide what DealJourney saves out of your mailboxes. 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 E-mail tab is not filed retrospectively. Ask support if you want your history filed in one pass.