When reporting on TL entries associated to closing a CTA, we are struggling to find a way to link the TL entries initiated using the Outlook Plugin to the CTA. Without that Context ID of “CTA” the TL entry is orphaned from the CTA it was meant to close. Is there a way to associate TL entries after they have been made back to a CTA?
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Is it possible to connect a Timeline entry to a CTA using the outlook plugin?
Best answer by Vipin
Hello
We cannot directly associate the CTA when logging emails to the timeline from the Outlook plugin; the user must manually go into the instance and associate the particular timeline entry with the CTA. We can associate it using the 'Associated Record' option in the timeline.
Please find the support document.
I hope the above explanation addresses your question. If not, please let me know if I misunderstood your inquiry.
Hello
We cannot directly associate the CTA when logging emails to the timeline from the Outlook plugin; the user must manually go into the instance and associate the particular timeline entry with the CTA. We can associate it using the 'Associated Record' option in the timeline.
Please find the support document.
I hope the above explanation addresses your question. If not, please let me know if I misunderstood your inquiry.
+3Hi
+12
Vipin wrote:
Hello
We cannot directly associate the CTA when logging emails to the timeline from the Outlook plugin; the user must manually go into the instance and associate the particular timeline entry with the CTA. We can associate it using the 'Associated Record' option in the timeline.
Please find the support document.
I hope the above explanation addresses your question. If not, please let me know if I misunderstood your inquiry.
Correct me if I am wrong. But it is impossible to associate a timeline entry to a CTA unless you are creating the timeline entry on the actual CTA window.
This has been a blocker for a long time, to the point to where we can’t even associate it on the backend via APIs.
Figured out our problem, we do not have Associated Records turned on. Which means you can;t fill in the context id. Perhaps the associated record allows this.
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