If received emails are not being automatically linked, it is necessary to check if the setting responsible for this functionality is activated. In this article, we detail how to enable this feature to ensure the organization of exchanged messages in the customer history.
How to activate automatic email linking
To activate it, follow the step-by-step instructions below:
Click on the envelope icon (Emails), located in the upper right corner of the screen.
Select the option Configure e-mail sending.
Activate the option Link e-mails to customers.
After activation, new incoming emails will be automatically linked, provided they match the email address registered for the customer.
💡 Note: if the option is already activated and the problem persists, check if the customer's email is correctly registered in the system.
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