Rather than having to remember the names of individuals to send to in an email assist, it would be nice to have a look-up/check boxes when clicking the To field . A select all option would also be nice.
Email Assist Recipient Selection
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Sorry if I understood wrong.
Hi@sai_ram ,
Yes, if that is an email assist screenshot. An account could have a long list of contacts. While I can search for Frank, for example, it doesn’t just show me the whole contact list and allow a CSM to select from it. It would also be helpful to just have an “all contacts” option. So the CSM wouldn’t have to go back and forth between the contact list and the email assist to remember each contact to include.
Hello@jochle
Today when you launch email assist in cockpit we list contact only form that particular company/relationship.
Hello@jochle
Thanks for the details, I agree that there should be some ready list like DL/contact list which you can use it when you send email. I will add this to roadmap.