Email Visibility in Contact Stream

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  • Stefan
    Member
    • Jul 2021
    • 75

    Email Visibility in Contact Stream

    Hello,

    could someone please explain to me how it’s determined whether emails appear in the contact stream or not?

    I’ve noticed that – even when emails are correctly linked – they don’t always show up in the stream, even for me as an admin.

    My assumption is that regular users only see emails from their assigned team. Is that correct?

    I actually thought that as an admin, I would be able to see all emails in the contact stream, but that doesn’t seem to be the case in practice.
  • Stefan
    Member
    • Jul 2021
    • 75

    #2
    Could someone please explain this to me?

    I would like the e-mail history of Contacts to be visible to the assigned users/groups in the stream. But somehow this doesn't seem to work.

    Comment

    • yuri
      Member
      • Mar 2014
      • 8860

      #3
      Stream notes about emails are visible to users who have access to referenced emails (via the users or teams links IIRC). A note is linked with users and teams separately (otherwise we would have a massive performance drop).
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • Stefan
        Member
        • Jul 2021
        • 75

        #4
        Originally posted by yuri
        Stream notes about emails are visible to users who have access to referenced emails (via the users or teams links IIRC). A note is linked with users and teams separately (otherwise we would have a massive performance drop).
        Thanks for the answer yuri! As admin I have access to emails (on the Email page) which are not visible in the stream. Why is that? How can I change it?

        For example (It is correctly related to a contact Jana XXX):

        Click image for larger version

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        But I don't see this email in the stream.

        Comment

        • yuri
          Member
          • Mar 2014
          • 8860

          #5
          Are those emails added in the stream of the Account related to the Contact?
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

          • yuri
            Member
            • Mar 2014
            • 8860

            #6
            If the parent of the email was modified after it was imported, the email won't appear in the stream of the new parent.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • Stefan
              Member
              • Jul 2021
              • 75

              #7
              Originally posted by yuri
              If the parent of the email was modified after it was imported, the email won't appear in the stream of the new parent.
              I see.

              This means, for example, if the email has no parent when it is imported. And I assign a parent (Contact A) to the email afterwards. The email is not displayed in the stream of Contact A. Have I understood this correctly?

              Is there a way to change this behavior? Or to somehow display these emails in the stream?

              Or could we not somehow display all connected emails for a contact via the layout manager or similar? A relatsionship is apparently available.

              Comment

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