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Why does my email look different in consult to edit mode?

Updated: 06 October 2021 16:49:27 OpenCRM::Emails

From time to time you may notice that an email you have created in OpenCRM does not display faithfully when looking at it in consult mode. This is increasingly likely if using an advanced template editor - such as Stripo, or copying html content in from a third party source. 

What is causing this?

OpenCRM applies a filter to email html on the consult screen to check for and remove any code which could be seen as malicious. It is possible to embed dangerous code in emails which can have unwanted affects when you view the email - for example some script which redirects your browser to an infected web page or phishing site.

It is unlikely these messages would be input into your system deliberately, but it is possible a message picked up by Pop2OpenCRM could contain code like this, so we apply this level of security for your protection. 

It is possible for perfectly legitimate email code to trip some of these rules as they may use the same techniques that can be used to insert bad code. 

How can I view the Email as the recipient sees it?

You can view the email as it is intended to display by clicking the Edit link or - if this is a template you are testing - send the email to yourself. It is always a good idea to send a new template to yourself, and to check it in a number of different email clients anyway as different clients may display the email differently. It's also possible that some email clients will apply similar rules to what we use in OpenCRM and cause the email to display differently. 

Dealing with suspicious Emails

If you are viewing an email you have received in OpenCRM and suspect it to be dangerous, in the same way as if you receive an email in your email client inbox which you suspect is dangerous, you should act with the same caution in OpenCRM - as you would with your email client - don't interact with it in anyway (other than to delete it) unless you are 100% sure it is safe.

You may report instances of legitimate emails that display incorrectly to our support team who will investigate on a case by case basis. In some cases we may be able to tweak our filtering rules to improve support for different scenarios, in some cases there may be nothing further we can do. 

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