Lack of sub-account BCC seriously limits agency use
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Kevin Broderick
Previously, there was apparently a per-sub-account email address, and users could BCC the appropriate sub-account address to have an email associated with the client in that sub-account. Users with multiple sub-accounts could link to different client records depending on which BCC address they used, which provides a way for an agency employee or another third party to make sure they associated data with the right record.
Now, that feature is no longer available, and the two-way sync doesn't work when a user interacts with multiple sub-accounts. Consequently, for a situation where agency employees primarily work in an agency subaccount but sometimes need to dig into a user's mailbox for troubleshooting or such, there is now no convenient way to get email communications saved with the client record in GHL.
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K
Kevin Broderick
To elaborate:
For our purposes as a franchisor acting as an agency, this does not work. Franchise (agency) staff regularly send emails that should be attached to a sub-account customer record, but there is now no way for them to do this. If they enable two-way sync, their emails will all be associated with the agency sub-account and customer records, not with the records for a particular franchise (location/subaccount).
This also removes support for users who may work for more than one location / subaccount, as they can no longer choose to BCC the appropriate account when sending an email. Again, they can enable two-way sync, but only in one sub-account.
For agency use, this would seem to be even more of a hindrance, as agencies do not necessarily control the email setup of clients, and it would be very feasible for a user with multiple responsibilities to only want emails they selected to be ingested into GHL (and the auto-exclusion of sub-account users may filter out emails that should be ingested as well as ones that shouldn't be).