Skip to main content
New Idea

Give Admins ability to set a system configuration for logging emails to Company instead of Relationship

Related products:CS Other Features
  • April 10, 2023
  • 2 replies
  • 43 views

sarahmiracle
Forum|alt.badge.img+11

There’s a user setting for where to log an email from GS Assist plug-in. As an org, we want our emails logging to Company, not to Relationship. However the default setting is for Relationship. There’s no way for us to change this from an Admin level, and instead need to instruct all users and any new users to configure their own settings in this way.

Please give admins the ability to set the default as Log Emails to Company.

 

2 replies

gunjanm
Forum|alt.badge.img+13
  • Expert ⭐️
  • April 10, 2023

At minimum the ability for admins to change this on behalf of users from User Management…?


TMaier
Forum|alt.badge.img+5
  • Helper ⭐️
  • April 10, 2023

We just set this up and were lucky that the default is Relationship, but I didn’t know that at the time and published instructions for every user to check and confirm their setting. Would have saved a collective ton of time if I had the ability to see how they were set up without bothering them!