Hello!
I've set up the email intergration with bpm'online but for some reason not all emails get connected to the contacts. Consequently, these emails do not appear under the history tab and we can't track all activities. Please help to fix it!
Thanks,
Cathie
Like
Hello Cathie,
The [Email] detail is not displayed for contacts who have the “Employee” value specified in the [Type] filed, and the “Our company” value specified in the account profile.
So that the emails won’t be automatically connected to these contacts.
Please get more detailed information of how the fields of emails are filled in following this link: https://academy.bpmonline.com/documents/sales-commerce/7-9/how-fields-uploaded-emails-are-filled#XREF_97088_bpm_online_email
You can also create your own rules to make the emails connected to the system objects: https://academy.bpmonline.com/documents/sales-commerce/7-9/how-set-rules-connecting-emails-other-system-objects
Best regards,
Lily