This how-to guide shows users how to change their email settings in Advvy. However, it is strongly recommended that these settings not be changed. Users should use this “How To” guide to ensure they have the appropriate email settings in Advvy.
IMPORTANT: Admins cannot control a user’s personal settings, a user must change them manually.
In this guide:
- How to change your email preferences Advvy
Changing Personal Email Preferences
- In Agency Settings, go to the User Record (in the Users section) where you’d like to make a change and click the cog in the top right corner, then click Personalization Settings.
- In the Set Personal Options window that pops up, click Email.
- The below settings show the default settings for Advvy. Users can use the drop-down menu to change their settings, but this is not recommended.
IMPORTANT: In the Select the email message to track in Microsoft Dynamics 365 section, if the user selects All email messages from the dropdown menu, all their emails will be revealed in Advvy. Additionally, the Automatically create records in Microsoft Dynamics 365 (a default setting) will create a new contact record every time an email is sent to a person who does not have a contact record in Advvy already, and their conversation will also be tracked via their newly created Contact record.
Allowing all email messages to be tracked could potentially expose unwanted emails/information to others in Advvy, it will also create unwanted contacts in the system. For this reason, we do not recommend this setting.