Insightly email address no longer works in the bcc field
We recently moved from from the G-world (GMail / Calendar / GDrive) and Outlook 2010 to Office365 and Outlook 2016 (then back to Outlook 2010).
The problem now is that the my Insightly mailbox address doesn't work with either the Outlook 2010 (or Outlook 2016) bcc field. Please understand that this is a major problem and has greatly reduced the efficiency of my use of the Insightly CRM. In fact it has increased my workload greatly.
I have read all the similar support posts and none of the supposed "fixes" are anyway remotely suitable. For example; suggesting I write visual basic code to fix your problem is laughable. Similarly, setting up an alias for the cc field and then forwarding it is a pathetic response (I don't want to explain the cc to a contact, it was after all, a bcc).
Instead of my emails being automatically linked to a contact, this is now what I have to do:
- When I click on the contact's email address and the Outlook email window appears, I replace my Insightly mailbox address, which is automatically placed in the bcc field with my work email address.
- When the email appears in my Outlook inbox, I then forward it to myself (work email address again), with my Insightly mailbox address in the cc field.
- I then go to Insightly, open MY contact page, click on my emails, find the relevant email and then link it to the contact/organisation/opportunity/project or whatever.
This is incredibly time consuming (I send and receive a lot of emails), especially when this all happened automatically before.
Note that I have tried many other email addresses in the bcc field and they all work - so the problem is definitely yours.
There must be a solution to this so that it happens automatically again.