log email to two different records

Question

HI There,  we use Outlook for lightning;  my org has the need to log emails to two different records.  For example if a customer sends an email and references two different orders in the one email, our customer service team wants to log the email on two different orders.  When they try to do this they are encountering a message that displays as " You've logged this email.  If you change where it's logged click save."   If they proceed and click save the previously logged email, which is displayed in the activities section on the record, is removed from the first order it was logged against and only is displayed on the second order's activity feed.   I don't think this always used to happen, regardless I am looking for an efficient work around and am wondering if anyone has any ideas or is aware that there may be a fix for this in upcoming releases.

Jayson Morales · Accepted Answer

Hi Colette,

It is currently not possible to log email in multiple records. Check this idea:

Idea: Relate emails to multiple records with Salesforce and Lightning for Outlook

Url: https://success.salesforce.com/ideaView?id=0873A000000CMdsQAG

Regards,

Jayson

Blanka Doktorová · Answer

Hi  @Colette Kay https://trailblazers.salesforce.com/profileView?u=005300000095lZVAAY , have you found some suitable workaround? There is none in the Idea thread apart from different tool.

log email to two different records

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