Email privacy - how excluded emails work

Adding emails to the excluded list will ensure that correspondence to/from contact email addresses that exist in the CRM will not be logged in OnePageCRM. 

Plans: Excluded emails are available on SMB, SMB Plus, and Enterprise.

In this article:
Add an email to the Excluded emails list
Exclude an email from the Contacts page
Remove an email from the excluded list

Add an email to the Excluded emails list from the Email page

You can add email addresses to the Excluded email list from the Email page.

1
Go to the  Email page → select  Excluded emails → type the email address you wish to exclude in the box → Add.
2
Once added, the list of email addresses you've excluded will be found on the List of globally excluded email addresses.

Add email to the Excluded emails list from the Email settings page
1
Go to your User Profile / Initials (in the top right-hand corner) → Select  Apps and Integrations → under  Communication Apps, select  Email .
2
Select Privacy → under  List of globally excluded email addresses: type the email address you want to exclude → Select  Add. 
3
The list of all email addresses you've excluded will be found under the list of  List of globally excluded email addresses: along with  Emails associated with OnePageCRM users (also excluded) list.

Exclude an email from the Contacts page

1
Open the contact you wish to exclude from email sync → click on the Email Sync icon → Turn the toggle switch OFF for Email Sync for this contact.

Remove an email from the excluded list

You can remove an email from the excluded list in three places:

Email page
1
Go to the Email page → Excluded email list → click on the bin icon beside the email address you want to remove from the excluded list.
2
The email address will no longer be excluded and any new incoming email will be synced.
Email settings
1
Go to your User Profile / Initials (in the top right-hand corner) → Select  Apps and Integrations → under Communication Apps go to  Email .

2
Select the tab Excluded Emails → Under  List of globally excluded email addresses → Select the bin icon beside the email address you want to remove from the excluded list.
3
The email address will no longer be excluded and any new incoming email will be synced.
Contacts page
1

Open the contact you wish to remove from the excluded list → click on the Email Sync icon → Turn the toggle switch ON for Email Sync for this contact.

2
The email address will no longer be excluded and any new incoming email will be synced.
NOTES
  • Email correspondence containing excluded contact email addresses/domain name will never be synced by OnePageCRM.
  • If an email is sent to multiple recipients and one of the recipients has their email address/domain name in the excluded list, the email will not be stored in OnePageCRM for any of the contacts even if the other recipients are contacts in OnePageCRM. 
  • The Email Sync field will not appear in the Contact page form if there is no email address associated with this contact.
  • If you manually remove excluded email addresses from the List of excluded emails, the contact containing that email will be automatically enabled for Email sync.
  • From the moment an excluded email address/domain is removed from the List of excluded emails, email correspondence for the associated contacts will be synced in OnePageCRM.
  • Only the Account owner and Administrators have access to view the full list of excluded emails. Sub-users can only view the list of emails that they've manually excluded.

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