Raynetting emails allows you to link an email to a record in the CRM, making it easier to track communication. However, it can sometimes happen that an email was raynetted by mistake or assigned to the wrong contact, which can lead to inaccuracies in the records.
In such a case, you can unraynet the email. This action will remove the linked context and participants. If the email had a security level other than Shared, it will automatically be set to Shared after unraynetting. Re-raynetting by the owner will not change the security level – it will remain Shared, but the owner can subsequently modify it as needed.
How to unraynet an email
Open the detail of the email marked as Raynetted. Click the button with three dots » Unraynet. To unraynet the email, you need to meet the conditions, listed below.
If the email was unraynetted, it can only be raynetted again manually. Even if it was originally raynetted automatically, after unraynetting it will no longer be included in automatic raynetting.
Conditions for unraynetting
For an email to be unraynetted, the following conditions must be met:
- No other activities are linked to the email, such as meetings, phone calls, etc. If there are other activities linked, unraynetting will not be possible.
- The user is the owner of the email or has access to the same mailbox from which the email was raynetted.
- The user has the right to edit records.
- The Email activity must not be locked.