chat transcript added to contactSOLVE
May 1, 2019 9:40 AM
Does anybody know if there is a way to connect a chat transcript to a contact when you receive their email address? the chat doesn't show up in the contacts activity/tasks/email/notes/calls overview. It would be really helpful to have this.
Solved! Go to Solution.
May 2, 2019 9:36 AM
The chat should show up on the contact record if you gather their email, maybe your filters aren't set up to show communications?
Here's it working:
Here's the filter you might need to enable: