Email Exceptions is a tool usually used by management to automatically mark emails from specific email addresses or domains as private. This prevents other CRM users from viewing these email messages.
Add to the Email Exceptions List
Remove from the Email Exceptions List
Add to the Email Exceptions List
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the Email Exceptions option toward the bottom of the menu. This will open the add / modify email exceptions window.
- Choose the Add Email Exception button in the lower left of the window. This will add a new, blank line.
- Enter the email address. If you are adding a domain, all emails that come from this domain will follow the option selected here.
- To have incoming emails from the specific email address or domain marked private, click the box for the relevant line.
- Choose the save button in the lower right when done.
Remove from the Email Exceptions List
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the Email Exceptions option toward the bottom of the menu. This will open the add / modify email exceptions window.
- Click once to choose the exception you wish to remove.
- Press the Delete button on your keyboard. This will give you a prompt to confirm deletion.
- Click Yes to remove the email address or domain from the exceptions list.
- Choose the save button in the lower right when done.