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How to search emails by Contact entity name

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  • bilazz
    started a topic How to search emails by Contact entity name

    How to search emails by Contact entity name

    Hello everybody,
    I do not find how to customize search to find in emails entity by Contact name.

    Like I found sample in Demo:
    http://demo.espocrm.de/advanced/?lan...cefd092d20db3e

    I want to find by Contact name Besharp, but after search nothing found. yurikuzn, tanya could help?


  • bilazz
    replied
    Originally posted by Maximus View Post
    Hello.
    To filter emails according to contacts you need to set up next filter options:
    Filter by Parent → Is → Contact → Besharp.
    To allow filter search find Besharp you need set up the field “Parent” in the email to “Contact” → “Besharp”.
    In the Demo version of the EspoCRM, you can’t do this because Besharp doesn’t exist in the Contacts entity.
    Maximus you are talking about search field Contact? I need to search in Email entity default search box, to write Contact Name and find that contact emails...

    Leave a comment:


  • Maximus
    replied
    Hello.
    To filter emails according to contacts you need to set up next filter options:
    Filter by Parent → Is → Contact → Besharp.
    To allow filter search find Besharp you need set up the field “Parent” in the email to “Contact” → “Besharp”.
    In the Demo version of the EspoCRM, you can’t do this because Besharp doesn’t exist in the Contacts entity.

    Leave a comment:


  • bilazz
    replied
    tanya for my client not fit that He need to use filter, maybe here can be any fix?

    Leave a comment:


  • tanya
    replied
    The best way is to open this Contact card and you will see all related emails in History side panel
    On email page you cat try to use Parent or Sent By filter

    Leave a comment:

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