Change Associations in Outlook

[MGarvey]

When sending an email from within a deal, we have the option to associate that email with only the desired deal (by unchecking the rest).

It would be immensely helpful if the same feature was available through the Outlook extension. Currently when it's sent/logged through outlook, the email thread is being associated with every deal in which that contact is also associated. This is not ideal as when multiple deals with the same contact are open.

Thanks.

[MGarvey]

Hello all,

Thank you for your feedback! This feature is now live to all O365 Add-In customers and we have documentation here on the settings and how to use it when composing emails

- https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-...

- https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-office-365-add-in

Please let me know if you have any further questions! 

Best,

Flora

[SMangalick]

SO incredibly frustrating that you have to go into Hubspot and uncheck all those boxes. Takes way too much time. You should have the choice of where to log it from within the Outlook desktop app.

[BReese]

Great idea, this would be useful!

[KEarling]

This is a great idea, and would help out immensely!

[KSilipino]

EXCELLENT

[Flora]

Hello all,

Thank you for your feedback! This feature is now live to all O365 Add-In customers and we have documentation here on the settings and how to use it when composing emails

- https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-...

- https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-office-365-add-in

Please let me know if you have any further questions! 

Best,

Flora

[benesch_e]

@Flora 

will this feature be available with a Microsoft Exchange account?

[LPereira3]

@Flora 

Flora, would you know if this is being worked on for the Outlook desktop app? This is really urgent.

[MherfelPCN]

@Flora - I went through the settings and actually prefer to leave everything on. Is there a way to turn off the auto check for closed deals? It associates all deals even if they are 2+ years old. It would be great to not have to uncheck those boxes. Is this possible?