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 originalWe 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 originalHi
We can accomplish this using associated records within the timeline. Please follow the steps outlined below.
#Note: A maximum of 10 companies can be associated within a single timeline entry.
Many thanks, that’s very helpful
Best wishes,
Jackie
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