1 Solution acceptée
@DBrown4 the contact is - but is the email getting associated to both records? It's automatically associated to the contact, and should be auto-associated to their company, but if a sales person emailing unchecks "log and track email" and rechecks only to the contact, it won't be associated.
So if you're reporting on contacts, you're good. But if you're reporting on company activity, there will be a discrepancy.
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@DBrown4 can you share a screenshot of what's not working? I'm wondering if it's because some emails are only associated to the Contact and not the Company?
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
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@DBrown4 the contact is - but is the email getting associated to both records? It's automatically associated to the contact, and should be auto-associated to their company, but if a sales person emailing unchecks "log and track email" and rechecks only to the contact, it won't be associated.
So if you're reporting on contacts, you're good. But if you're reporting on company activity, there will be a discrepancy.
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
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Happy to help, @DBrown4 😊
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
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