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chuen_moschetti_1466d2
chuen_moschetti_1466d2
Contributor ⭐️⭐️⭐️⭐️
January 6, 2017

Logging emails at the Relationship Level

  • January 6, 2017
  • 2 replies
  • 32 views
Our CoPilot emails are relationship based but we like to log automated emails to SalesForce activity, however,  the checkbox on Outreach not allow access.  Apparently, this is not a currently supported feature in the relationship Power List due to the way relationship contacts are stored. The checkbox uses the traditional SFDC contact object, it is a separate object from SFDC contacts. What is the roadmap for building out CoPilot for these relationship functions?

      2 replies

      praneet
      praneet
      Helper ⭐️⭐️⭐️
      January 16, 2017
      Hi Chen,
      Thanks for the idea, We are continuously trying to improve Relationship experiences for the user(s), We will definitely add this to our roadmap and I will let you know once it has made to release cycle.
      pele
      pele
      Helper ⭐️⭐️⭐️
      April 5, 2018
      Is this idea still under consideration? We're sending emails from relationship-based powerlists as well and it would be very helpful to be able to log the emails in the account activity history. 
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