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Email synchronization
Email synchronization

Where are my email messages?

Tomasz Grabiński avatar
Written by Tomasz Grabiński
Updated this week

In this article, we have described:

Assigning messages - where should my emails go?

As a result of the CRM synchronization with the mail server, the messages should appear in the profile of the Person, Company, Deal, or Dashboard, when the following conditions are met:

  1. A contact (Person or Company) with a filled-in email address already exists in the CRM

  2. You will receive a message from this address

  3. You will send a message from Livespace CRM from the Contact or Deal profile associated with this contact

  4. You will send a message to this address from another email program

You can find unassigned messages by going to the section for all emails in the top right corner.

Synchronization - how does it work?

Livespace CRM synchronizes messages from your mailbox's mail server, but it does not fetch/remove them from there. This allows you to still have access to your emails not only from within Livespace CRM.

Worth knowing:

  1. Only messages from the Inbox and Sent folders are synchronized. Livespace does not search for messages in other folders.

  2. For proper synchronization, it is recommended to configure IMAP even when using other programs for this email account.

  3. In Livespace, messages are synchronized, but attachments are not. When you attempt to download an attachment, a connection to the mail server is established, and the file is downloaded from there. If you delete the message from your mailbox, CRM will no longer be able to display the attachment. Therefore, if there is no connection to the mailbox or the message is deleted, it is not possible to download the file.

  4. The email account in Livespace is deactivated after 10 consecutive unsuccessful attempts to connect to the mail server. In that case, it is necessary to reconnect the mailbox to the CRM.

  5. It is not possible to add the following attachment formats to the system: exe, .msi, .bat, .js, .vbs, .ps1, .php.

  6. After connecting the mailbox to Livespace, regardless of the mechanism (IMAP, Gmail, Outlook), messages will be synchronized up to 14 days back, but upon your request, we can extend this period.

  7. Attachments to messages will be available without restrictions for Google and Outlook accounts, and up to 90 days back for accounts connected via IMAP (under condition that attachments are available on e-mail server).

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