Email BCC not showing up in Insightly

I BCC to my Insightly custom email and it's been about 20 minutes and the email nor the attachment is showing up. I've not ever had an issue with this working before. I saw the thread about this issue, but I didn't notice a posting of a resolution. Can you help?

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5 comments
  • Hi there!

    This article should provide you a bit more information regarding BCC within Insightly.

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  • i have the same problem Ragin

    insightly is a great crm tool EXCEPT for a BASIC function of saving sent emails using BCC : the only solution suggested is to use CC, which i believe does not give a profesional image to your clients.

    Another way is to go in the "sent items" and forward each email ONE BY ONE to the insightly mailbox, a nightmare! I have also tried the outlook app but it is too slow and gives many bugs...

    it's been a year that i have asked insightly to upgrade on this basic function, and i am now going to move to another CRM, sadly because i like many features in insightly, but this BASIC one is too much of a hassle with insightly

    please insightly support, if you hear us, let us know if you are thinking of solving the BCC issue!!!

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  • Couldn't agree more! This is a basic function that they need to sort. In the BCC article on their support it states "some email applications don't send enough information for Insightly to save the message or link it properly".

    I use Outlook 2013 and Office 365 which is pretty much standard for millions of people so this isn't an out of the norm setup either and BCC emails to CRM contact / mailbox don't appear in Insightly. Nora D & Insightly team feel free to comment please!

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  • and yes the Outlook app is buggy, slow and almost un-usable : (

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  • Is this a confirmed bug? Can I abandon the hours of testing I've been doing to try to get this to work?

    Like the OP, I'm not concerned with the linking, just with the email appearing at all. It seems highly unlikely that it has much to do with the email client or server, since the email content received via BCC is very similar as via CC, yet CC works and BCC doesn't.

    Here is the content received by the recipient when I send via CC:

    Return-Path: <another@email.address>
    <SNIP loads of identical stuff>
    From: Heath Raftery <another@email.address>
    Content-Type: text/plain; charset=us-ascii
    Content-Transfer-Encoding: 7bit
    Mime-Version: 1.0 (Mac OS X Mail 10.3 \(3273\))
    Subject: Testing CC
    Message-Id: <934621D1-3B67-423A-BB35-C761966BD19E@newie.ventures>
    Date: Thu, 3 Aug 2017 17:33:45 +1000
    Cc: Heath Raftery <my@email.address>
    To: a@dummy.address
    X-Mailer: Apple Mail (2.3273)


    What appears now?

     

    And here is the content received by the recipient when I send via BCC:

    Return-Path: <another@email.address>
    <SNIP loads of identical stuff>
    From: Heath Raftery <another@email.address>
    Content-Type: text/plain; charset=us-ascii
    Content-Transfer-Encoding: 7bit
    Mime-Version: 1.0 (Mac OS X Mail 10.3 \(3273\))
    Date: Thu, 3 Aug 2017 17:25:17 +1000
    Subject: Testing BCC
    Message-Id: <71200434-9D6E-4139-A440-DC22B8C74814@newie.ventures>
    To: a@dummy.address
    X-Mailer: Apple Mail (2.3273)


    What appears now?

     

    If put the Insightly email address in the CC field, it shows up in my Insightly Inbox. But if I put the same address in the BCC field, it never shows up.

     

    The only difference I can see is that when CC'ing, the recipient's email address appears. In the case of Insightly, that would be the Insightly email address. Does Insightly check if its own address is in the headers? If so, is there any email client/server combination that includes the BCC address of the recipient?

     

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