Activity Forums Salesforce® Discussions Email in quote and email history

  • Email in quote and email history

    Posted by Romain on July 25, 2022 at 4:39 pm

    Hi everyone,
    I would need some help about email in SF. I have 2 questions :
    - When an email is stored under a quote, I can't see this email in the related opportunity or the related account. Is there a way to have it displayed in these places ?
    - When I am in an account I have the activity where I can find all tasks, emails etc but is there something to see all the email, to search in the etc like it is the case for the other objects (tasks, opportunity...)
    Thanks in advance for your support,
    BR.

    • This discussion was modified 2 years, 4 months ago by  Romain.
    Romain replied 2 years, 4 months ago 1 Member · 0 Replies
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