New to Monday.com, and I’m encountering an issue with the Emails & Activities widget. I’d like to have it so that data from different boards tie to separate CRM Activities boards – is that possible?
Our set-up is that I used the non-profits CRM template to track fundraising on an organization level. I created a separate CRM in a different folder (based on the Sales template) to track our member activities on an individual level because the data is so different.
We’re using the Emails & Activities widget to track ad hoc activities and meetings. When I add an Activity from the Emails & Activities widget, it is added to both Activities boards – the one in the fundraising CRM and the one in our member CRM. I’d like to keep it so that it stays within its folder/CRM structure.
If anyone has a similar set-up and can help, I’d appreciate it!
