The automatic association does not work for me. Although the contact is associated with the deal, emails are only logged in the contact. Any ideas why it is not working?
Hello @AGrn, Happy Friday!
Could you please confirm if you have the default association settings in the Extension set for the emails to log with their respective records?
In the case your email already has these default settings, we would need the following information:
- Link to an example where an email was not logged.
- Email headers of the example shared, here is a link that provides the steps to obtain this information.
The more information, screenshots, and details you can provide, the better I can advise on the next steps.
Thank you,
Pam