We have emails which we would like to log to two different companies, the European company, and the Far East company.
Is there a way we can do this?
Best answer by jjarvis
View original
+2
Hi
We can accomplish this using associated records within the timeline. Please follow the steps outlined below.
- Log the email to a single company (either a European company or a Far East company).
- Navigate to the timeline of that specific company.
- Edit the email entry within the company's timeline.
- Access the "associated records" field.
- Select the company you wish to link with this email.
#Note: A maximum of 10 companies can be associated within a single timeline entry.
Many thanks, that’s very helpful
Best wishes,
Jackie
Userlevel 6
+10
Sorry I miscliked - meant to just like the comment, and not mark as best answer. Although this appears solved :).
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