First off, each user can sync their email.
Emails sent or received by this user (or perhaps restricted by folders/labels selected for sync) will sync if either of the following applies:
One of the emails in the conversation belongs to an End User already existing in Planhat.
One of the emails involved in the conversation can be linked to a Company by matching the email domain (for example @customername.com) with the domain associated with the Company in Planhat (customername.com), in which case this End User will first be created and then the email saved.
🚀 Quick tip: When looking at if an email matches the criteria above, all recipients (to), senders (from) and cc are considered.
Emails that will be ignored:
Any email that does not match the specifications above
Emails specifically blocked (as specified in settings)
Participants in the conversation have "internal domain" (any participant with email ending with @yourcompanydomain). However, if there are still participants that can be linked to a Company in Planhat then the email will be logged.
Second, emails can be bcc:ed to Planhat
Email address to bcc is: yourcompanyname@planhatmail.com
This way, you can forward or push any email/note or conversation into Planhat.
If the Company domain can not be found in Planhat, the email you're sending into Planhat (with whatever note/information in it) can be found in the "Unassigned" folder (see screenshot below).
So what happens if you're forwarding an internal email (@mycompany.com) ?
If you forward an email to a colleague, then it will be considered an internal conversation and that email will not be logged in Planhat (unless you're bcc:ing the email into Planhat using yourcompanyname@planhatmail.com)
Good to know...
The difference between syncing your emails with Planhat and sending an email through bcc (or sending an email directly from Planhat) is that even if none of the email senders or recipients are recognized as End Users, still the email will be logged in Planhat.
This is because Planhat assumes that the user has done this wishfully and wants to log the email in Planhat.
Such emails which are not related to specific End Users in Planhat are listed in the "Unassigned" folder within the "Email Manager" Home feature (shown below) and the user can assign such emails to specific Companies there.
So when a user forwards a previous conversation to Planhat using the bcc feature, because the email does not include the original participants of the conversation, it should be logged as an unassigned email in Planhat and will go to the unassigned emails list.
