We know that there are cases where you may need to blacklist some emails given that they contain sensitive information. Whether it is for security reasons, privacy policies or if they contain confidential information you can blacklist them on FreeAgent CRM.
The blacklist exists at an individual level, which means that any email address you add to the list will be blocked from your profile only. Your team members will keep receiving those emails if they don't blacklist them too.
The email addresses that belong to your team members, including both the one they use to sign in and the ones they have paired, are automatically blacklisted.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
In this tutorial, we will cover the following topics:
Special Considerations
This feature is available for all users in FreeAgent CRM. Emails received by 'Blacklist Emails' will not create an activity in the Activity Timeline for the Contact that has that email as part of their contact information. This Setting works at the individual level, therefore each team member can define their own set of blacklisted emails.
Navigate to Blacklist Emails
Open the menu and navigate to Settings > Email Blacklist. You can also use the search function and start typing 'Email Blacklist' to get there faster.
Blacklist Emails
Now click the 'Add' button. Enter the email address you want to blacklist and then click the 'Save' button.
From this moment on, the emails coming from the addresses in the blacklist are not going to be synchronized to FreeAgent CRM.
Note: Existing activities will not be automatically deleted, it will be necessary to delete them manually.
Emails received by 'Blacklist Emails' will not create an activity in the Activity Timeline for the Contact that has that email as part of their contact information.
Remove Blacklisted Emails
If you want to receive emails from those addresses in the blacklist, just click on the checkbox right next to it and then on the 'Delete' button. It will be necessary for you to confirm that you want to remove that email address from the blacklist.
Note: Previous activities will not be synchronized after the email is removed from Blacklist.