Outlook Email Integration - Confidentiality Scenario

Answered

Katie Eisenbath

February 20, 2026 22:50

Victor Nogales Junior  - I had a customer submit the following inquiry.  How does the Outlook email integration handle this?

• Confidentiality scenario:
  • Let's say the email integration is set up in Kennewick and a part-time employee emails a confidential complaint from their personal email address to our Director of Sales and copies our head of Human Resources
  • The email integration for the org would be set up using the location's domain of 3riverscampus.org which is what our Director of Sales uses, but the head of HR has a venuworks.com email address.
  • Our head of HR doesn't have a user account in the system, but she regularly assists with planning the internal departmental conferences we hold at our buildings, so she is listed as a contact of VenuWorks, Inc. in quite a few locations.
  • We could add both venuworks.com and 3riverscampus.org to the list of excluded domains but from what I read, the domain-based email filtering only applies when all participants belong to excluded domains.
  • If this employee sent the confidential complaint from a gmail.com email address, would the system create an activity and attach that email to the head of Human Resource's contact in Momentus?
  • Would the activity that is created be visible to everyone?

• 

  Carissa Harrison

  February 23, 2026 12:39 Edited

  1. Correct adding venuworks.com domain would block creating activities for all contacts
  2. If this employee sent the confidential complaint from a gmail.com email address, would the system create an activity and attach that email to the head of Human Resource's contact in Momentus?
     1. I'm assuming out of these 3 emails only the director has a user account in Momentus. 
        1. ref: Our head of HR doesn't have a user account in the system, but she regularly assists with planning the internal departmental conferences we hold at our buildings, so she is listed as a contact of VenuWorks, Inc. in quite a few locations.
     2. The answer would is based on how this venue would configure this integration. 
        1. Would they use role or individual email addresses to have syncing? 
           1. If the Director of Sales has a role assigned to his user that would be syncing then yes. 
           2. If his email address was specifically configured to sync, then yes. 
           3. If neither applies, then no this email would not sync. 
  3. Would the activity that is created be visible to everyone?
     1. it would be visible to anyone who can view contacts & activities

Please sign in to leave a comment.