Email Logging
Currently, emails sent to clients from their address book entry get logged to any address book entry with that email address. (this can be manipulated in the "logging details"). Our company sends emails to third parties (employees) that are in reference to the address book entry but not being sent to the address book entry. Currently we must go into Outlook and manually link the email sent to that entry. I believe it works this way because the email address is being used as the identifier. If the identifier could be changed (or have the option to changed) to the Maxi "IDentification:" 140402003291404559XXXX, this would fix all problems. We could send emails to third parties from a clients address book entry (by deleting their email address and replacing it), and it would be logged to their address book. Also, we have duplicate address book entries for some clients that we have multiple jobs for, this would also specify which entry the email gets logged to.
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Mario Dal Ponte - webtiser AG commented
A customer of us is looking for the exact same thing. He also sends emails through the webaccess to a 3rd party by simply replacing the reicipient, but the logging happens automatically to both entries. The only possible way to only log this email to the 3rd party is by clicking onto the Logging Details button in the send email window in the WebAccess.
This worksd differently with the Outlook email editor as there is a prompt that will search for the entry based on the email. When replacing that the email only loggs to the 3rd party.
Please add this prompt in the WebAccess too. And also add the possibility to choose the category of the email. That's not possible at the moment when sending emails through the WebAccess.