Zoho CRM - Keep Copies of Sent Emails using BCC Dropbox or POP 3 Account

Zoho CRM - Keep Copies of Emails using BCC Dropbox or POP 3 Account

When a User is leaving the company, all his emails connected via IMAP in the CRM will be unavailable. To solve this issue, 2 solutions can be used. The first one using BCC Dropbox permits to save a subset of emails. The second one saves all the email history of the User.

BCC Dropbox

To force a specific email to be stored in the CRM manually, use the personal BCC Dropbox Address of the User sending the email:
Advantages
+ Works for which ever configuration (IMAP or POP3)
+ No action has to be taken when the employee is leaving
Weaknesses
- The User has to add manually the BCC address when sending each email to be saved
- Cannot be used a posteriori

POP 3 Account

To backup existing emails that were configured as IMAP, follow this procedure.
From the CRM User Account:
1.  Deactivate the IMAP and reconfigure it as a POP 3 account
(wait for 48 hours for all the mails to Sync)

From the CRM Super Admin Account:
2. Deactivate the user
3. Click Setup > Users and Control > Security Control > Zoho Mail Add-On Users.
In the Zoho Mail Add-on Users page, select the check box corresponding to the deactivated user.
4. Click Backup.

For any help regarding this procedure, contact support@scaleupproject.ch.

    • Related Articles

    • Zoho CRM Settings - Configure Email Address

      Setup > Channels > Email > Email Configuration. Choose the Service Click IMAP. Enter the Email Address and then the Password In case you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP ...

    • Currency Contact/Account

      Assign the correct currency to a Contact/Account for future transactions. Please note that once a currency has been attributed to a contact/account, you will no longer be able to change the currency.

    • Import CRM

      Import Contacts, Accounts, Vendors, Produits, Deals, etc. 1. Go to Zoho CRM - Module (Contacts, Accounts, Vendors, Produits, Deals) - Create Contact ? Import. The fields must be mapped ! Apply Auto Mapping. In a short time a message will appear at ...

    • Gestion de la sécurité et des accès aux données dans Zoho Directory et Zoho CRM

      Gestion de la sécurité et des accès aux données dans Zoho Directory et Zoho CRM Le présent article a pour objectif de décrire la manière dont s'articule la sécurité et les droits d'accès dans Zoho Directory ainsi que Zoho CRM. Il faut en effet ...

    • Data Import into Zoho CRM - Data Migration