Outlook Sales Extension

GGallese
Member

Office 365 add-in not logging emails automatically

Hello,

 

I have installed the office 365 addin and am able to open it when I write an email. I have set the settings so that both checkboxes for logging emails are checked. Emails get logged and the BCC is added ONLY when I have the hubspot panel open. If not, the emails don't log.

 

Is this the normal way that the add-in works? or should I open it always that I am redacting an email? It is quite annoying to have it on the side all the time since it occupies space.

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kvlschaefer
Community Manager
Community Manager

Office 365 add-in not logging emails automatically

Hi @GGallese,

 

Thanks for reaching out to the Community! 

 

The add-in is working as expected. 

In order to not have to click the add-in each time you open an email, you will need to pin the add-in open.  Check out the Knowledge Base article here.

 

Once pinned, the add-in will automatically open when you compose emails, and since Log is enabled by default, the box will be checked and the BCC address will be added. 

 

I hope this helps clarify!

 

Best,

Kristen


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