In Ploomes, sent emails may not appear in the Full History for two main reasons: disabled linking settings or emails sent without a direct association to the customer record. In this article, you will understand how to identify and fix these situations.
Main causes and solutions
1. "Link emails to customers" option disabled
Within the email settings, there is an option Link emails to customers. To access it, click on the envelope icon (Emails) in the upper right corner and follow the path Menu > Email settings.
If this option is disabled, all sent emails will remain private, even those triggered from within a customer or deal.
To make a previously sent email visible, access the Sent folder, select the message, and click on the padlock icon to make it public:
2. Sent through the Envelope without linking to Customer/Deal
When sending an email directly through the envelope icon (top right corner next to the calendar) and selecting New email, it will not necessarily be linked to a customer or deal.
In these cases, it is necessary to perform the association manually or use the link option while sending:
Did this article help you? Leave your feedback below so we can always keep improving our knowledge base. 😊
Do you have any questions? Do not hesitate to call Support via the platform's chat or by email at suporte@ploomes.com.