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Russell King
가입한 날짜: 2022년 6월 06일
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마지막 활동: 2023년 5월 11일
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님의 최근 활동 Russell King
Russell King님이 에 댓글을 입력함
Hi Patrycja,
Please can you explain what this will achieve and the implications of removing all email addresses from the block list? I assume you mean all of our internal / my colleague emails that they use to log into Sell? Are there implications with doing so? Any loss of features to be wary of with this work around?
AND - If this will resolve the issue of allowing me to forward emails into the notes from my inbox (emails from colleagues or others) is this not the result that I have been asking for?
Would be good to continue this thread in the public domain so others may also benefit.
Kind regards,
Russell
댓글 보기 · 2022년 11월 15일에 게시됨 · Russell King
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Hi Pati,
Thank you, I appreciate you taking the time, but this is exhausting!
I've seen the updated article and it has been re-written to cover all the actions this feature can do, which has zero relevance to what I have been asking for a response on for several months!
All I have ever asked is for the feature to do what it says on the tin, it's as simple as that;
Your feature states - "To add an outside email to this deal, forward or BCC to:"
Why then would you decide to "BLOCK" me from doing that and why did no one tell me this is what you do till yesterday? I use my primary email to log into Sell and it is what I use to communicate with customers and colleagues alike. There are important instructions and details within those emails that don't make it back into the customer records because your system blocks them.
You are blocking this feature for a reason, so rather than give me the run around for another several months on this issue, can you please just explain why you block me from sending an email from my own inbox into a record of my choosing? It doesn't make any sense.
Salesforce and other CRM's let their customers decide what content they wish to BCC / Copy into their records using the same type of feature and I am struggling to understand why you do not. Please explain.
Thank you in advance!
Russell
P.s. - Link to original discussion for reference of previous replies to reported issues - https://support.zendesk.com/hc/en-us/articles/4408828858906-Using-the-BCC-email-address-for-external-email-messages?sort_by=created_at
댓글 보기 · 2022년 11월 14일에 편집됨 · Russell King
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Good morning (from the UK)
I arrived here from another thread I follow relating to a feature not working -
Using the BCC email address for external email messages
We have connected our email accounts and that works fine however, the issues still remains that we are unable to forward emails back into notes using the BCC email address as described.
As you might expect when closing deals we have numerous calls and emails both directly with the customer and internally with numerous colleagues all with specific and valuable data relating to our clients and customers and each specific deal. When an email is received from a customer and is taken out of the public space, discussed internally (via email) we require those internal discussions to be recorded back into notes. We will then respond to the customer from their original email.
Currently we are having to copy & paste the email string from Outlook back into notes and if you do not delete out the internal email addresses everyone in the string receives multiple @alerts and emails per copy/paste as Zen treats an internal email address as if you have @name a colleague.
This BCC email feature that is "featured" on the record cards does not work, has not worked for several months (if ever) and needs a fix asap please!
I look forward to hearing from you (again) about this matter.
Many thanks!
댓글 보기 · 2022년 11월 11일에 게시됨 · Russell King
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