Hi bilazz, I think this is what you wanted:
Scroll to the bottom and follow instruction there. Here a screenshot for reference. And as usually remember to clear and rebuild just in case. Find the relevant field you want to use.
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How to search emails by Contact entity name
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Originally posted by Maximus View PostHello.
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.
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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.
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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
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