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New Idea

Create a field indicating whether an auto-logged email is Incoming or Outgoing

Related products:CS Timeline & Activity Tracking
  • July 24, 2026
  • 0 replies
  • 3 views

spencer_engel
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We’ve recently noticed that for our customers that double as vendors, we’re having a hard time keeping the Timeline clean because vendor-related communication and customer-related communication both get posted automatically. There’s no perfect way to handle this, but a start would be to label all auto-generated activities like this as either “outgoing” or “incoming.”

 

This needs to be a field so that we can filter if necessary. Thanks for considering.