CRM

CU_Rise
Mitglied

Mails not appending to contact's timeline

lösung

Why mails sent by one user in hubspot not appearing in timeline of  unassigned contacts or contact owned by another user? All the users have been granted permission to view , edit and communicate everything under contacts. Please help.

1 Akzeptierte Lösung
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Mails not appending to contact's timeline

lösung

Hi @CU_Rise,

 

Emails sent to a contact will only show in that contact record. 

 

If you are still experiencing this issue, do you mind sharing additional information regarding what you are experiencing, your end goal, and any screenshots you can send along.

 

Thanks,
Jenny

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
5 Antworten
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Mails not appending to contact's timeline

lösung

Hi @CU_Rise,

 

Emails sent to a contact will only show in that contact record. 

 

If you are still experiencing this issue, do you mind sharing additional information regarding what you are experiencing, your end goal, and any screenshots you can send along.

 

Thanks,
Jenny

0 Upvotes
CU_Rise
Mitglied

Mails not appending to contact's timeline

lösung

Hi Jenny,

 

Any emails that are send to with only email ids typed are not getting logged. However others which have a name <email id> get logged. Do you know why this is happening? What wrong we are doing? And this issue is happening only for one of the most active users.

 

E.g  - to david.miller@gecu.org does not get logged or for it any new contact created but David<david.miller@gecu.org> gets logged

 

Pleas help . We soon need a fix. We have already lost a lot of logged in information. 

 

Thanks

**bleep**  Rise

 

 

0 Upvotes
jennysowyrda
Community-Manager/-in
Community-Manager/-in

Mails not appending to contact's timeline

lösung

Hi @CU_Rise,

 

Can you send along screenshots with the whole process of: 

scenario a: a sent email to david.miller@xyz.com (showing bcc address in sent email) 

scenrio b: a sent email to David<david.miller@xyz.com>(showing bcc address in sent email)

 

and then a link to the contact record (either through here or direct message). 

 

Thank you,
Jenny

0 Upvotes
CU_Rise
Mitglied

Mails not appending to contact's timeline

lösung

How do I reply to you personally ?

0 Upvotes
jennysowyrda
Community-Manager/-in
Community-Manager/-in

Mails not appending to contact's timeline

lösung

Hi @CU_Rise,

 

If you click the envelope icon in the top right hand corner, you can initiate a direct message to me by using my username (@jennysowyrda).

 

Thanks,

Jenny

0 Upvotes