Emails are not appearing on records

Work through these in order — the first two account for most cases.

1. Whose mailbox was it? Sync only covers mailboxes that have been connected, and a connection belongs to one person. An email sent from a colleague's account will not appear until they connect their own. This is the usual explanation when a thread is missing from a record you did not handle yourself.

2. Is the address in the CRM? Emails attach to records by matching the address. A message from someone who is not a contact or customer has nothing to attach to. Check the exact address on the message against the record — people often write from a second address that is nowhere in your CRM.

3. Has the connection dropped? Connections expire, and a password change or a revoked permission ends them immediately. Open E-post & Kalender and look at the account's status. If it shows as Frånkopplad, reconnect it — sync resumes and nothing already synced is lost.

4. Give it time. Sync is periodic, not instant. A message sent minutes ago may simply not have been picked up yet.

5. How far back does it go? Sync brings in mail from when the connection was made onwards. Correspondence from before you connected does not appear retrospectively, which looks like a broken sync but is not.

If the calendar is the part that is missing, check the same connection — Inget kalenderkonto anslutet. Anslut Gmail eller Microsoft i E-post & kalender. Mail and calendar travel together on one account, so an expired connection takes both with it.