HubSpot Ideas

dave-ops

Sending Email: Limit Contacts selection to only Contacts in that Company

Scenario: From a Company record, we want to send an email to multiple Contacts at the Company.  We go to the Company record > Email. When selecting the Contacts to send to (i.e. by typing into the "To:" textbox), we're looking for a way to limit the Contacts that show up (when we begin typing a name) to just the contacts associated with the Company we are emailing to.

 

Example: Right now if I begin typing "Linda"in the "To:" textbox, every Contact named Linda in the database appears to pull up in the dropdown selection. We would like to limit the dropdown to just those Contacts named Linda at that Company.

1件のコメント
marlaleung
メンバー

Please!!!