E-mail correspondence

Using a BCC address, your personal e-mail address, you can store e-mails directly in Scopevisio.

You can assign special e-mail addresses to your business partners to optimize collaboration. For example, suppliers can send their invoices directly to your invoice receipt book.

The Office Connector for Outlook offers additional, convenient options for working with emails.

Display incoming e-mails

Select Organization > Emails > Email correspondence to view the transferred emails. If the emails could be assigned using the sender addresses, they are also stored in the contact management for the corresponding contact.

Emails that could not be assigned to a contact can be subsequently assigned to a contact, a project or a task using the Edit assignments button.

You can also delete emails, but please note that you are legally obliged to archive business letters and their attachments for at least 10 years.

Recognize and edit email assignment errors

This can have various causes: Open the email you have sent in your email program and answer the following questions, depending on your use case. Only if you can answer all questions with Yes can an assignment be made in CRM.

E-mails that cannot be assigned can be found under System menu > System administration > E-mail administration > Manage e-mail assignments (see screenshot).

Here you can manually process incoming emails that could not be assigned.

Is your sender e-mail address identical to your e-mail address stored in the Scopevisio user data or under Activities > Incoming e-mails > Settings?
If you have forwarded an email received from a contact to Scopevisio...
...does the subject line contain the abbreviation FWD:, FW: or WG:?
...does the e-mail text contain a line introduced by From: or From: which contains the customer's e-mail address?
...is the contact's e-mail address identical to the stored e-mail address?
If you have sent the email to a contact and via CC or BCC to Scopevisio...
...is the e-mail address entered under Recipient (TO:) identical to the e-mail address stored for the contact?
If you have sent an internal e-mail to a colleague and via CC or BCC to the Scopevisio e-mail address and the e-mail address of a customer is entered in the subject line...
...is the customer e-mail address entered in the subject line enclosed in square brackets ?
...is this e-mail address identical to the e-mail address entered in the contact?