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Customer experience | Sales, Customer Insights,...

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Show tracked email on contact, not account.

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Posted on by Sunilkumar

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Is it possible to track email to contact but not show (in timeline) the tracked email on the account related to the contact?

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Joergen 455 on at

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Hi PaalA,

What you can achieve is showing only activities that are related to the account and not to the contact - but this change will not only affect emails, it will affect all activities in the timeline.

Open the maker portal: https://www.make.powerapps.com

Navigate to the Account table --> Tab Forms and then select the form that you want to customize.

Select the Timeline on the form --> in the right Sidepanel the Timeline properties will be visible.

Scroll to the bottom of the properties, directly above Notes you will find the Label: Activity rollup type

Select None and Publish the form. The timeline on the Account will only show activities related to the account

If this was helpful for you, please mark the answer as verified.

Best regards,
Joergen

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