Spam protection: Difference between revisions

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Planfix has an internal spam blocker, described below, for unsolicited emails that make their way into your inbox.
Planfix has an internal spam blocker, described below, for unsolicited emails that make their way into your inbox.
== The Spam flag ==
== The Spam flag ==
To activate Planfix's spam blocker, go to '''Account Management / Email / [[Configuring incoming mail | Incoming message settings]]''' and check the box shown in the image below:
Planfix offers an internal blocking mechanism for unwanted emails that reach your account. To activate this feature, go to '''Account Management / Email / [[Configuring incoming mail | Incoming message settings]]''' and activate the corresponding checkbox:
 


https://pic.planfix.ru/pf/Em/tevUMZ.png
https://pic.planfix.ru/pf/Em/tevUMZ.png


https://pic.planfix.ru/pf/Iz/KB7TXx.jpg
https://pic.planfix.ru/pf/Iz/KB7TXx.jpg


 
Once you have done this, the '''To spam''' button will appear in new tasks created from [[Assigning tasks by email | emails]]:
Once you have done this, the "To spam" button will appear in new tasks created from [[Assigning tasks by email | emails]]:
 


https://pic.planfix.ru/pf/GY/7nnMm0.png
https://pic.planfix.ru/pf/GY/7nnMm0.png


Clicking this button will delete the task, and a special "spammer" icon will replace the contact's picture:
Clicking this button will delete the task, and a special "spammer" icon will replace the contact's picture:


https://pic.planfix.ru/pf/ee/7df6SE.png
https://pic.planfix.ru/pf/ee/7df6SE.png


If the spam came from an existing contact, you can mark the task created as spam in the actions menu:
If the spam came from an existing contact, you can mark the task created as spam in the actions menu:


https://pic.planfix.ru/pf/BN/dujVXt.png
https://pic.planfix.ru/pf/BN/dujVXt.png


When you do this, the task is deleted and its assigner is marked as a spammer.
When you do this, the task is deleted and its assigner is marked as a spammer.
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'''Please notice:''' new emails from this contact will be blocked.
'''Please notice:''' new emails from this contact will be blocked.
You can mark a specific comment that was added to a task by email as spam, too. Do this when spam is [[Adding an external email to a task | sent to the task email address]] and becomes a new action on the task:
You can mark a specific comment that was added to a task by email as spam, too. Do this when spam is [[Adding an external email to a task | sent to the task email address]] and becomes a new action on the task:


https://pic.planfix.ru/pf/JX/lIb9FU.png
https://pic.planfix.ru/pf/JX/lIb9FU.png


The comment will be deleted, and the person who wrote it will be marked as a spammer. Subsequent emails from this user will not be sent to Planfix.
The comment will be deleted, and the person who wrote it will be marked as a spammer. Subsequent emails from this user will not be sent to Planfix.
   
   
You can also mark a contact as a spammer directly in their contact card:
You can also mark a contact as a spammer directly in their contact card:


https://pic.planfix.ru/pf/vA/TqO6lh.png
https://pic.planfix.ru/pf/vA/TqO6lh.png


== Removing the Spam flag ==
== Removing the Spam flag ==
Account administrators can see a list of all contacts whom an employee has marked as a spammer (using any method). This list is available in '''Account Management / Email / Spam list''':
Account administrators can see a list of all contacts whom an employee has marked as a spammer (using any method). This list is available in '''Account Management / Email / Spam list''':


https://pic.planfix.ru/pf/x9/H0xLaB.png
https://pic.planfix.ru/pf/x9/H0xLaB.png


https://pic.planfix.ru/pf/lP/LLYxFH.png
https://pic.planfix.ru/pf/lP/LLYxFH.png


If a contact is deleted from this list, they will revert back to regular contact and you will receive emails from them again. Emails sent while they were on the spam list will not be sent to Planfix.
If a contact is deleted from this list, they will revert back to regular contact and you will receive emails from them again. Emails sent while they were on the spam list will not be sent to Planfix.
==Helpful information==
==Helpful information==
Tasks created from emails that Planfix considers suspicious will contain a special warning in the header:
Tasks created from emails that Planfix considers suspicious will contain a special warning in the header:
   
   
https://pic.planfix.ru/pf/LR/LSm1qN.png
https://pic.planfix.ru/pf/LR/LSm1qN.png
   
   
You can adjust how Planfix reacts to emails from this sender by clicking the appropriate button.
You can adjust how Planfix reacts to emails from this sender by clicking the appropriate button.





Latest revision as of 08:16, 30 October 2024

Important: Read over our Recommendations for using external email addresses. These recommendations help you minimize the amount of spam you receive.

Planfix has an internal spam blocker, described below, for unsolicited emails that make their way into your inbox.

The Spam flag

Planfix offers an internal blocking mechanism for unwanted emails that reach your account. To activate this feature, go to Account Management / Email / Incoming message settings and activate the corresponding checkbox:

tevUMZ.png

KB7TXx.jpg

Once you have done this, the To spam button will appear in new tasks created from emails:

7nnMm0.png

Clicking this button will delete the task, and a special "spammer" icon will replace the contact's picture:

7df6SE.png

If the spam came from an existing contact, you can mark the task created as spam in the actions menu:

dujVXt.png

When you do this, the task is deleted and its assigner is marked as a spammer.

Please notice: new emails from this contact will be blocked. You can mark a specific comment that was added to a task by email as spam, too. Do this when spam is sent to the task email address and becomes a new action on the task:

lIb9FU.png

The comment will be deleted, and the person who wrote it will be marked as a spammer. Subsequent emails from this user will not be sent to Planfix.

You can also mark a contact as a spammer directly in their contact card:

TqO6lh.png

Removing the Spam flag

Account administrators can see a list of all contacts whom an employee has marked as a spammer (using any method). This list is available in Account Management / Email / Spam list:

H0xLaB.png

LLYxFH.png

If a contact is deleted from this list, they will revert back to regular contact and you will receive emails from them again. Emails sent while they were on the spam list will not be sent to Planfix.

Helpful information

Tasks created from emails that Planfix considers suspicious will contain a special warning in the header:

LSm1qN.png

You can adjust how Planfix reacts to emails from this sender by clicking the appropriate button.


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