Email are not appearing while on a Contact record
Emails: Adjusting your email views while on a contact
While on a Contact record there are a few options to view emails that have been sent to that contact.
To change your views:
- Open your contact
- Click on Emails on the left menu bar
- Change the drop down on the right box as desired
- Emails sent from CRM
- Will only display emails that were sent via the CRM tool. Such as templates, quote submissions, etc.
- ALL
- Will display all emails that were sent via the CRM tool and via your Outlook
- IMAP Shared Users / Your Name
- Will only display emails that were sent via your Outlook
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