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chuen_moschetti_1466d2
chuen_moschetti_1466d2
Contributor ⭐️⭐️⭐️⭐️
January 6, 2017

Logging emails at the Relationship Level

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.
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      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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