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Movement within the Hierarchy - In some cases it may be more approrpriate to log certain activities at a child and in others at a parent. Since email to timeline automatically posts to where a contact is found, there are situations where contacts are assigned at a customer level when they really should be assigned at the parent level (and therefore the activities should be posted at the parent level).

@mhoangws Fyi..

@mhoangws We have a plan to build a Gmail and Outlook plug-in using this you can select the customer while forwarding the email to timeline.

Thanks for bringing this up!!!

Adding to this, the Inbound Email Settings should be controllable at the admin level and configured for a default of “Log Emails to Company”. Most of my end-users utilize Gainsight at the Account level so rolling out the Outlook plug-in required a communication to change their settings from logging emails at the Relationship level to logging emails at the Company level.

 

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