Working with L2 and a customer we have found that they have accounts setup Parent > Child and when you go to email assist you cannot see the child's contacts from the parent.
This is an issue in the medical industry accounts because the doctors/managers associated with the practice cannot get emails from cockpit/email assist on the Parent account.
New Idea
Email assist suggested contacts for parent/child accounts
+1Hi Cameron, I agree with you,displaying of Parent/child contacts in Email assist is a valid ask.This might be a missed use-case from our end. Redirecting this to our Product Team.
@Cameron,what is the customer name?
Thanks for bringing this up!
@Cameron,what is the customer name?
Thanks for bringing this up!
+1@All, Do we have anyone with similar ask?
Hi Cameron,
1. You can create a custom lookup field "Parent Account" in contact object and load the parent account IDs in it.
2. Then use Associated Contacts config to get the right contacts in CTAs and Email Assist.
In Administration > Calls To Action > Associated Contacts, modify the filters as
Using these filters you will get all contacts from both parent and child accounts.
Let me know if this solves your use-case.
Thanks,
Nitisha
1. You can create a custom lookup field "Parent Account" in contact object and load the parent account IDs in it.
2. Then use Associated Contacts config to get the right contacts in CTAs and Email Assist.
In Administration > Calls To Action > Associated Contacts, modify the filters as
Using these filters you will get all contacts from both parent and child accounts.
Let me know if this solves your use-case.
Thanks,
Nitisha
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