Log calls and emails without this bcc or yesware workaround
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Joshua Allan
The fact this isn't already a thing boggles me. If you click email under a contact name, that email should inherently be logged and tracked on all future communication in that thread under activity. This is literally out of the box solution with competitors like hubspot.
Telling my customers to remember to BCC a special email every time or we need to buy yesware for such a small function will not work. Also, if it isn't already, M365/outlook should be figured out BEFORE gmail. M365 is adopted by the majority of businesses.
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Joshua Allan
Also, replies to that email should be logged as well. In HubSpot I can click email contact, now every email back and forth (if the email originated in hubspot) is recorded under one activity in the activity thread.
Again this was out of the box with hubspot and I feel like should be a no brainer.
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Will Fawcett
Joshua Allan thank you for reaching out and providing feedback!
Our CRM AI Email features are currently available for Trusted Testers, as part of a potential early December 2026 launch.
Would you be interested in joining as a Trusted Tester and having these features enabled on your Partner Center account?
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Joshua Allan
Will Fawcett that would be great
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Will Fawcett
Joshua Allan thank you for the confirmation!
I have successfully added you as a Trusted Tester and enabled the features as of today, 10/28.
Is the josh@revealwebservices.com the best email to reach you at?
I want to forward over the installation instructions.
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Joshua Allan
Will FawcettThat is correct thanks!