Any help on achieving what I have with emails for NOTES would be massively appreciated - also open to any suggestions on how to improve my current process for emails
Decided to take a slightly different approach in the end
I used the below call to loop through and query all engagements for a specific company ID and then filtered by engagement type to 'notes, emails meetings, tasks'
Decided to take a slightly different approach in the end
I used the below call to loop through and query all engagements for a specific company ID and then filtered by engagement type to 'notes, emails meetings, tasks'