I have my outlook connected through Monday. For each client I have multiple email addresses on the account so that I make sure the appropriate people (that do not have a login to Monday) get notifications/automations of where my clients are at in process and when they may need to action. The problem I am running into is that because there are multiple email columns the automatic log of outlook emails into activities is pulling unrelated emails to clients. The only work around I have found is when I see one to add the email address to do not log emails from list. It would be beneficial to have a “designated or primary email column”, in the case of partnerships the ability to have multiple primary would be nice, but just one would be great for now. That way the system can identify to log only emails associated to a specific clients email address.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Logging only one-off emails as activities on CRM | 0 | 174 | May 16, 2024 | |
| Adding automated enail to email & activities | 5 | 61 | January 14, 2025 | |
| Automation for Email receiving without email column connection | 0 | 733 | May 25, 2023 | |
| Emails & Activities : Security Issue | 1 | 31 | July 30, 2025 | |
| Unrelated emails in Emails & Activity widget | 16 | 2900 | July 9, 2025 |