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Manage e-mail assignments

Updated over 2 months ago

You can recognise and edit email assignment errors in this form.

Incoming emails that could not be assigned can be processed manually under Organisation > System administration > Email administration > Manage email assignments.

There may be various reasons for the unassigned emails. Open the sent e-mail in your e-mail programme and answer the following questions depending on the use case. Only if you can answer all questions with Yes can an automatic assignment be made in CRM.

  • Is your sender e-mail address identical to the e-mail address stored in your Scopevisio user data or under Activities > Incoming e-mails > Settings?

  • If you have forwarded an email received from a contact to Scopevisio...

    • ...does the subject line contain the abbreviation FWD:, FW: or WG:?

    • ...does the e-mail text contain a line introduced by From: or From: which contains the customer's e-mail address?

    • ...is the contact's e-mail address identical to the e-mail address stored?

  • If you have sent the email to a contact and to Scopevisio via CC or BCC...

    • ...is the e-mail address entered under Recipient (TO:) identical to the e-mail address stored for the contact?

  • If you have sent an internal e-mail to a colleague and via CC or BCC to the Scopevisio e-mail address and the e-mail address of a customer is entered in the subject line...

    • ...is the customer e-mail address entered in the subject line enclosed in square brackets ?

    • ...is this e-mail address identical to the e-mail address entered in the contact?

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