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Can we send emails to Timeline External Contacts?

  • November 4, 2024
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trevor_shand
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We’d like to send an email to external contacts captured in the “External Contacts” field on the Meeting type for Timeline activity. Is this possible? When I pull the field from Activity Timeline object, I get strings of names separated by commas. Is this the only way the external contacts are recorded? Thoughts on how I can use this to get contacts from the Person object? Thank you,

Trevor 

Best answer by trevor_shand

From Rinton Vinny with Gainsight support:

 

You can pull a report on the Activity attendee object and go through the External attendee--> Person -- Email lookup for the values. Here is a screenshot: https://share.zight.com/2NuoDDzW 
 
Just thought I’d share the solve. 

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trevor_shand
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  • November 5, 2024

From Rinton Vinny with Gainsight support:

 

You can pull a report on the Activity attendee object and go through the External attendee--> Person -- Email lookup for the values. Here is a screenshot: https://share.zight.com/2NuoDDzW 
 
Just thought I’d share the solve. 


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