Choose which deals an email with a contact should be associated to before it gets to the deal record
We would like be able to choose which deals an email with a contact should be associated to before it gets to the deal records. Currently the behavior is that whether the email is sent from the conversations inbox or the contact record, the email thread is associating with the most five recent open deals. This is not what we would like, since the particular email thread is only related to one deal, and not several. Having the ability to choose which deal to associate with from the beginning rather than having to go back later and un-associate the email thread from several deals would be helpful"
This is a big problem for me as the automatic associations are also including the email attachments and adding files to the deal that should not be.
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