Be able to edit associated records within the Outlook/ O365 plugin
Currently when you send a logged/ tracked email within the outlook client, it get's assigned to:
- The contacts you've sent to, in the email
- The companies these contacts are associated with
- The most recent 5 deals/ tickets they are associated with
This is frustraighting when you're emailing supplies (or customer) about 1 project, and they are associated to many different projects. You create a lot of noise on irrelevant projects.
What I propose:
The "associate record" button that you can use when sending an email from within HubSpot, shows up within the outlook plugin - and it allows you to choose which records you wish to associate this email with.