We have emails which we would like to log to two different companies, the European company, and the Far East company.
Is there a way we can do this?
We have emails which we would like to log to two different companies, the European company, and the Far East company.
Is there a way we can do this?
Hi
We can accomplish this using associated records within the timeline. Please follow the steps outlined below.
#Note: A maximum of 10 companies can be associated within a single timeline entry.
Many thanks, that’s very helpful
Best wishes,
Jackie
Sorry I miscliked - meant to just like the comment, and not mark as best answer. Although this appears solved .
We have this same need, to log emails to multiple customer record timelines. However this workflow is not ideal, especially if you’re using GS Assist from your email account. Is there a way to just associate to multiple company records from within the GS Assist add-in?
Hi
It is not possible to log a single email to multiple accounts directly via GS Assist. You can only log one email to a single company at a time. However, you can use the "Associated Records" option to log that email to additional accounts as needed.
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