Email journaling will automatically track and log emails back and forth from your email client onto your contact records in Crelate. As long as an email is listed in Crelate you can send emails from your email provider and have that log in Crelate.
If you've set up email journaling previously and have now added a user, you will need to enable that user for email journaling with your Office 365 account.
Note: To enable email journaling, you must be both an admin within Office 365 as well as in Crelate
1. To start navigate to Admin Centers | Exchange
If you cannot find Exchange Admin, please add /ecp on the end of the URL
2. Select the plus sign to begin creating your rule. Please then return to Crelate as you will need to cut and paste information from Crelate into this section.
3. Copy the text show below
4. Once copied, return to paste in the Send Journal Reports To section as you'll see in the first line below. Under the If the message is sent to or received from section, you'll want to select an individual user.
Please note: Each user will need to be added individually if you'd like to have their email messages journal.
5. After the user is selected, select the drop down for External Messages Only.
6. Final Step! Once completed for yourself and/or your team, please ensure the boxes are CHECKED. An unchecked box (as shown below) will result in email messages not journaling. This should be checked by default but it is always worth a double check!
** If you have received the New Exchange Admin Center update, you will need to switch to the Classic EAC in order to implement these rules**
What's Next?
Not an Office 365 User? Head to the link here to learn more about setup and options for G Suite.