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Customer experience | Sales, Customer Insights,...

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account timeline showing activities from other accounts

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Posted on by minilh1

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the account timeline shows activities from other account?

Even if I only display only emails, there are emails from other accounts in the list.

Has anyone an idea? A user on here suggested checking if there is any email address which are present in the To, BCC, CC field and present as the contact records? Because if there are multiple match found on an email then it will be visible to other records timeline and this is the case. They put a link as to how to fix, but that doesn't work.

Does anyone have any ideas?

Thanks

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Jimmy Passeti 792 Most Valuable Professional on at

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Hello,

If you are using the OOB parentaccountid field in the account table, when you fill it in, all activities for the account that has the field filled in can be viewed in the timeline for the selected Account.

IS it the case?

Regards,
Jimmy Passeti | Microsoft MVP
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