I am looking for help.
I want to have a view under Account (or a report) that lists all the emails for all the contacts associated with a single account.
The list can be simple and will need to hyperlink back the the individual record.
Our business need is to have a chronological list to manage the communication associated with a single account where multiple emails on multiple subjects went to multiple people. Currently, we have to go to each contact and read the emails.
Eventually I would like to be able to select a time period and to sort with most current email at the top
XYZ Account
Date Subject To: From: Description: