If this is your first visit, be sure to
check out the FAQ by clicking the
link above. You may have to register
before you can post: click the register link above to proceed. To start viewing messages,
select the forum that you want to visit from the selection below.
Assigning an email message to multiple organizations
What do you mean by assign? If we are talking about Parent(screenshot 1), then it can be only one. If you are satisfied with choosing a separate number of accounts for separate emails, then you can create a separate connection for this (screenshot 2). Display in Administration -> Entity Manager -> Email -> Layouts and use (screenshots 3, 4).
"... choosing a separate number of accounts for separate emails." That's what I need. And now I would like to see email messages in the company sidebar in the same way. I would appreciate a brief tutorial like the one before.
Thanks
The steps are actually all the same as in the previous case with small differences:
- In Administration -> Entity Manager -> Email -> Relationships instead of One-to-Many will be Many-to-Many(screenshot 1).
- In Administration -> Entity Manager -> Email -> Layouts -> Side Panel Fields (screenshot 2).
- In Administration -> Entity Manager -> Account -> Layouts -> Side Panel Fields (screenshot 3).
Note that our fields created together with relationship from the first step have nothing to do with Activities in Accounts(screenshot 4) and the Parent field in Emails(screenshot 5).
I have problem. When I did the first setup (choosing a separate number of accounts for separate emails) it slowed down a lot to do anything with email messages. Work is almost impossible. When I removed it, everything ran fine again. We have around 120,000 email messages.
Comment