You’re offline. This is a read only version of the page.
2
So I have recently added the email functionality to my CRM. I am running into some issues with it attaching the emails to multiple items within the system. I think I know why, but I am unsure how to fix the issue.
The tables I am using is Contacts for people and Services for records that we are working. I added an email column which allowed the Activity table to send an email.
I am guessing this is maybe where I went wrong, but I am unsure.
So what is happening is I have a POC field that is a lookup to the contact table that auto-fills the email column in the Service table. Through some JS the To field is removed and the POC is filled in on a new Email.
I am using the CRM:###### in Email tracking but it still attaches it to additional contacts and/or services that were not originally in there resulting in additional people receiving replies that they shouldn't be a part of.
First off I am wondering if I have anything incorrect in the above image for my need? If all is good then what is the cause of the issue and how to go about resolving it?
Share
Report
All responses (
Answers (
