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...

Read more...
0 Comments

Read more...
0 Comments

Category: Account, Contact, Calendar and Activity Management (749)

STATUS DETAILS
Needs Votes