Allow Users to Select Level of Relationships Displayed in Timeline Activities


I recently had a case with Microsoft where a random email activity was showing up in the timeline of an Account record XYZ. I could not see how the email was related. Turns out there was an Opportunity that had a connection to a contact Jim, who was CC'd on an email. The Parent Customer on the Op...

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Category: Account, Contact, Calendar and Activity Management (729)

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