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shiv_kumar_katiyar
Gainsight Employee ⭐️⭐️
Feb 22, 2019 1:00 PM UTC
Question

How do I set search results of To (Participants) Email Address when users send Email with Relationsh

Currently, search is looking for matching e-mails/names from contact and user object for the current account on which CTA is created.



Is there a way or can we have this search narrowed down at Relationship level if we add contacts at relationship level. Because relationship contact object has a look up to contact object.So we should be able to add relationship filter.





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1 reply

Helper ⭐️
Mar 6, 2019 5:41 AM UTC
Hi Shiv,

Please refer the attached doc. 
https://docs.google.com/document/d/1NYLo09_SGXzp1uNUV6_lS19fsPojRl-Bwe9Zv_hTSFA/edit?usp=sharing

 

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