Hi everyone,
I'm trying to see if there is a way to filter or separate out the different email activity types that show on the Account page?
On Account under the Activity tab, we have all activities and all types showing, but the issue is we have different types of email activity. We have the emails from Cases showing (because the case is related to an Account) and logged emails from Outlook (where the related Account is chosen), but they both show on the Account page as emails no distinction.
Problem is the Sales Team that uses the Accounts for customer interactions/issues can't find their logged emails through all the Case emails. Some accounts are larger than others so their contacts have a ton of cases/emails but if the Sales Rep is looking for their logged email, it is now buried in 50 other unrelated emails they don't care about.
Just trying to see if anyone else has this issue or a workaround/solution of separating the Service (case) emails from the Sales emails.
Thank you!
Hi,
Please see this idea below :
Hope this helps.
Regards,
