Hi,
There seems to be an inconsistency for how emails are represented when using CRM on the various modules vs when using Outlook add-in.
- When an email is sent from CRM, from the Deals module, the email is visible in the related list from both the Deals and the Accounts module.
- When an incoming email is attached to the Deals module, the email is NOT visible under the account.
- Therefore, to get an overall view of the email comms, I need to either:
- Ask the team to copy the email twice - once in the Deal and another time under the Account (Contact)
- Copy only to Accounts and not Deals.
Both are options are a loss-loss situation.
My end goal is to have the emails showing up in the Accounts module, even if it copied to the Deal only. Basically, the same behaviour of Notes.