Limiting emails shown in a ticket to those related to the ticket
SOLVE
Hello Everyone,
I've never posted anything like this before, so you have my apologies for lack of formatting and common graces.
My question: Is there a way to limit the emails that show up in the activity feed of a Ticket so that only the emails associated with that Ticket show up in the Ticket record. It gets very confusing when multiple tickets are associated with a contact.
Your comments and solutions are greatly appreciated.
Are you referring to one-to-one emails sent on a ticket record through the connected inbox?
Whenever a user in your portal sends an email from a record, they can choose which associated records to log this email to. In that step, you would uncheck the box for a ticket if you didn't want the email to be documented on the ticket record:
Fictional demo data.
This can also be changed and edited after the email has been sent (see also here). It will however be a manual step.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Are you referring to one-to-one emails sent on a ticket record through the connected inbox?
Whenever a user in your portal sends an email from a record, they can choose which associated records to log this email to. In that step, you would uncheck the box for a ticket if you didn't want the email to be documented on the ticket record:
Fictional demo data.
This can also be changed and edited after the email has been sent (see also here). It will however be a manual step.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer