Ability to remove contact info from untracked email when linking with existing customer.
C
Caitlyn Wetherald
We use Autominer for marketing and when a customer responds to their email blasts/SMS Blasts it forwards an untracked email to the CRM. The customers phone number comes through so we're able to link it up to the appropriate customer, but the system insists on retaining Autominer's Admin email and adding it to the customer. I can of course delete this, but when we get 4+ emails in one night, the system wants to link every message to the same customer...
Shelby Parker
Hey Caitlyn Wetherald, thanks for your feedback! I have a few more questions for you:
- How frequently do you encounter this issue with Autominer's Admin email being added to customers?
- What impact does this issue have on your workflow or customer management process?
- Are there specific scenarios where this issue is more problematic or disruptive?
C
Caitlyn Wetherald
Shelby Parker
- Maybe once a week/ monthly when our marketing blasts go out
2+3. Once I attempt to link the first message to the appropriate customer, the system will automatically link EVERY unlinked message from Autominer to that specific customer, regardless of if it's correct or not. At that point, I'm unable to remove messages from the customer card. These messages contain phone numbers from other random customers, so it feels like a privacy concern.