Sales Email

AidanF
Member

How to remove an email alias

SOLVE

I am the Super Admin on my team, and can't figure out how to remove an incorrect or defunct email alias from a user or how to limit which emails the CRM auto-logs. 

The users with email aliases are experiencing issues where ALL outgoing emails with the bcc manual email add are getting logged in the CRM. It is not feasible to have a big list of all Never Log domains due to our industry. 

 

How can I either remove the user's alias for them, or set it so ONLY outgoing and incoming emails the user specifically adds the bcc/forwarding address to are logged in the CRM?

0 Upvotes
1 Accepted solution
pashairshad
Solution
Participant | Gold Partner
Participant | Gold Partner

How to remove an email alias

SOLVE

If you want to remove a Connected Inbox that is using an alias, then you'd go to:

  • Settings > Account Management > Users & Teams
  • Clicking on the specific user
  • Go to Actions in the top right corner 

Screenshot 2025-03-07 at 5.32.50 PM.png

  •  You can log in as the user and remove the email alias from here by going to their Settings>General>Email (through their account)


From a global perspective, you can go to Objects>Activities and set the settings for the Sales Extension globally. You can turn off logging all emails by default, which will override anyone's Chrome/Outlook extension settings.

Screenshot 2025-03-07 at 5.38.24 PM.png


For this, "or set it so ONLY outgoing and incoming emails the user specifically adds the bcc/forwarding address to are logged in the CRM?" – this needs to be either done Globally (like I explain above) and can be controlled through the extension – if they are using the manual "BCC" – and you ensure that they're not auto logging, you should be good.


 

View solution in original post

0 Upvotes
1 Reply 1
pashairshad
Solution
Participant | Gold Partner
Participant | Gold Partner

How to remove an email alias

SOLVE

If you want to remove a Connected Inbox that is using an alias, then you'd go to:

  • Settings > Account Management > Users & Teams
  • Clicking on the specific user
  • Go to Actions in the top right corner 

Screenshot 2025-03-07 at 5.32.50 PM.png

  •  You can log in as the user and remove the email alias from here by going to their Settings>General>Email (through their account)


From a global perspective, you can go to Objects>Activities and set the settings for the Sales Extension globally. You can turn off logging all emails by default, which will override anyone's Chrome/Outlook extension settings.

Screenshot 2025-03-07 at 5.38.24 PM.png


For this, "or set it so ONLY outgoing and incoming emails the user specifically adds the bcc/forwarding address to are logged in the CRM?" – this needs to be either done Globally (like I explain above) and can be controlled through the extension – if they are using the manual "BCC" – and you ensure that they're not auto logging, you should be good.


 

0 Upvotes