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accounts not attaching in email module

Zach Gonzalez

Has any experienced accounts not attaching or being acknowledged in the email module? I am noticing more and more email records in the email module where the account field is blank. However when i check the contact, they are associated with an account. Is there some setting or action I need to take to ensure that the contacts associated account is rolling up to the email module record?

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  • 0 Sugar Employee Badge

    Hi Zach, 

    It depends on how those emails are being archived. Do you know how the emails were brought into Sugar? Or are they records of emails sent from Sugar? They may be implicitly related. Have you checked out the Application Guide for the Emails module? It broadly explains emails and their relationships:

    https://support.sugarcrm.com/documentation/sugar_versions/14.0/ent/application_guide/emails/#Relating_Emails_to_Records

    Let me know how those emails got into Sugar and I can provide more information for you! (although probably not till Monday, sorry! :) ) 

    Happy Friday!

    -Raye

  • 0 in reply to Raye Clemente

    Hi Raye,

      Sorry i have been traveling for work. The emails are gmail synced, so that sync is bringing them in based on the contact email.  

  • 0 in reply to Zach Gonzalez

    to give a little more clarity, its not all emails. it seems to be limited to certain accounts. on the account module i will see the emails in the email subpanel but in the subpanel the related field is blank. this process seems to be working 80-90% of the time but with some accounts its just doesnt and I am not sure what could be the cause. Thanks for your help!

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  • 0 in reply to Zach Gonzalez

    to give a little more clarity, its not all emails. it seems to be limited to certain accounts. on the account module i will see the emails in the email subpanel but in the subpanel the related field is blank. this process seems to be working 80-90% of the time but with some accounts its just doesnt and I am not sure what could be the cause. Thanks for your help!

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