Hi everyone,
we’re currently facing a usability issue in our ESPOcrm setup: emails linked to a case or account are not only listed in the sidebar under the respective entity but also appear in the general activity stream. This often results in a very cluttered and overwhelming view, especially for users trying to focus on tasks or notes.
Since emails are already easily accessible via the sidebar, we’d prefer to hide them from the activity stream entirely to keep the timeline cleaner.
Is there a configuration setting or customization that allows us to exclude emails from appearing in the activity stream, while keeping them attached to the entity and visible in the sidebar?
Thanks in advance for any pointers or solutions!
we’re currently facing a usability issue in our ESPOcrm setup: emails linked to a case or account are not only listed in the sidebar under the respective entity but also appear in the general activity stream. This often results in a very cluttered and overwhelming view, especially for users trying to focus on tasks or notes.
Since emails are already easily accessible via the sidebar, we’d prefer to hide them from the activity stream entirely to keep the timeline cleaner.
Is there a configuration setting or customization that allows us to exclude emails from appearing in the activity stream, while keeping them attached to the entity and visible in the sidebar?
Thanks in advance for any pointers or solutions!
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