Sent emails not displaying under the shared or delegate mailbox and displays under the primary mailbox instead
This support note applies to:
- AE Document Manager (AU)
- AE Document Manager (NZ)
- AE Practice Manager (AU)
- AE Practice Manager (NZ)
- AE Tax (AU)
- AE Tax (NZ)
- AE Tax Manager (NZ)
- AE Tax Series 6 & 8 (AU)
- AO Document Manager (AU)
- AO Document Manager (NZ)
- AO Practice Manager (AU)
- AO Practice Manager (NZ)
- AO Tax (AU)
- AO Tax (NZ)
In MYOB Accountants Enterprise (AE) and Accountants Office (AO) version 5.4.27, emails are saved to the Drafts folder of the account authorised to access the shared mailbox, then as they are transmitted the emails are moved to the sent folder of the same account.
To ensure that emails sent by, or on behalf of the shared mailbox and are copied to its sent folder, you'll need to update your Office 365 settings. While we know a lot about MYOB software, we're no experts in Office 365. We recommend your IT consultant performs this task using one of the following Microsoft references:
- Office 365 (no Exchange Server): Create a shared mailbox
- Exchange Server 2013 / 2016: Want more control over sent items when using shared mailboxes? (Microsoft Exchange Team post)