Where emails are stored in OnePageCRM
OnePageCRM stores only emails to and from CRM contacts.
Once you connect your email account to OnePageCRM for the email sync, or forward emails to your Email Capture Address, you will locate any emails saved in the CRM.
In this article:
| Emails on the Email page |
| Emails in the Contact Activity Timeline |
| Emails on the Activity Page |
| Unassigned Emails section |
Email Page
The Email page is the best place to view all emails stored within OnePageCRM. Here you have the option to filter emails by:
- Team member
- Tags
- Pre-saved filters
- Incoming emails
- Open Tracking
- All Email
- Sent
- Quotes
- Drafts
When you open an email on the Email page, you'll be able to see the list of all contacts that are included in the To and CC fields of the email.
This allows you to see which contact has that email stored in their contact activity timeline (marked with the store email message icon).
If you have contacts with the same email address in OnePageCRM, the system will automatically store the email against the first contact created.
However, you have the option to store the email against the other contact too, if required.
To do this, click on the store email icon:
You also have the option to move an email from one contact to another. This will remove the email from the original contact and reassign it to a new contact.
Contact Activity Timeline
Jump up to Article's Overview ⮝When emails are sent from OnePageCRM and are synced to OnePageCRM, they will be stored under the activity timeline of the contacts associated with the email.
For example, if you send an email to one contact and Cc other contacts who also exist in your account, these emails will be logged under all contacts' activity timelines.
If you Bcc another contact, the email will not be stored under the Bcc'd contacts' activity timelines.
Activity Page
Jump up to Article's Overview ⮝The Activity Page gives you a summary of all your sales team's activities in your account including all incoming and outgoing emails. Click on More → Activity → select the Emails tab to view all emails.
Here you have the option to filter emails by:
- Team member
- Tags and pre-saved filters
- Timeframe
Unassigned Emails
Jump up to Article's Overview ⮝If you forward an email using your Email Capture Address and the email is not associated with any contact in OnePageCRM, the email will be logged in your Notifications area (bell icon) under Unassigned Emails.
By clicking on the Unassigned Emails link, you can:
- Assign an email to an existing contact by clicking on the Search contacts bar → select the preferred contact → Assign.
- Assign an email to a new contact by clicking Create new contact.
- Delete unassigned emails by clicking Delete.
