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?
Solved
Log email to timeline of multiple accounts
+2Hi
We can accomplish this using associated records within the timeline. Please follow the steps outlined below.
- Log the email to a single company (either a European company or a Far East company).
- Navigate to the timeline of that specific company.
- Edit the email entry within the company's timeline.
- Access the "associated records" field.
- Select the company you wish to link with this email.
#Note: A maximum of 10 companies can be associated within a single timeline entry.
G Tejaswini
1 person likes this
+11Sorry I miscliked - meant to just like the comment, and not mark as best answer. Although this appears solved :).
+3We 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?
+2Hi
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.
G Tejaswini
1 person likes this
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