When to select automatically include capture Bcc address?
If you have selected Send only (emails you send and receive will not be automatically logged in the CRM). However, you can choose to automatically include your capture Bcc address to log outgoing emails in OnePageCRM.
Automatically include capture Bcc address on the browser
Go to your
User Profile / Initials (in the top right-hand corner) → Select
Apps and Integrations →
Configuration tab, you have the option to select
Automatically include capture Bcc address
When you select this option, this means that if you have connected your email account to OnePageCRM, only outgoing emails you send from OnePageCRM will be logged in the CRM.
If you choose to "
Open in your email client" - this means that you are opening the compose window directly in your email client.
Note: If you are a Gmail user, you get two options:
Open in your Gmail in browser or
Open in your local client.
Your email capture BCC address will be automatically added to the BCC field of the outgoing email.
Automatically include capture Bcc address on mobile
On the mobile app, open a contact and click on their email address.
Capture Bcc address is in the BCC field of the outgoing email. This ensures that a copy of this email is logged in the CRM.