Show Email history in contact with related 3rd party supplier or source
My clients have suppliers that they email and use for their customers/clients as an example:
Insurance Agents Use the same underwriters for their many different clients and would like to show the history of the email when sent inside the Contact view similarly to how an email is linked inside a Deal when the email was sent inside the Deal even though they are not a party to the deal.
They would like to have email history for all emails sent to the Underwriter in behalf of their many different clients that use the same underwriter for underwriting their insurance policy.
Another example is with most businesses they buy things or services from a few suppliers and then sell the suppliers products and/or services to their 1000s of customers. They would like to keep track of supplier communications/emails when the email relates to a specific end user customer contacts.
Comments
-
Here is a rough drawing of what I think needs to be added as a feature
0
