Do you sometimes wish that your emails aren’t logged in the E&A of a connect-board column item?
You want to send an email to Contact John Deer Smith who is connected to the Account Deer Snowtires. However, you only want the email logged to John Deer Smith and NOT to Deer Snowtires.
To solve this, in the Contact board, create the connect board column to the Account board, but only make it a 1-way connection. This will ensure that the email log will only be found under John Deer Smith.
Hello @DavidSchenkler
Yes, this works and it is a clean way to control where email activity lives
When you set the Connect Boards column on the Contact board as one way only, any emails sent from the Emails and Activities column will log exclusively on the Contact item. Since the Account board is not connected back, it will not receive the email update, which keeps your account level timeline clean.
Just note that this applies going forward. Existing two way connections would need to be recreated as one way if you want the same behavior.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here:
Calendly
Hello!
To keep your emails from logging to both the Contact and the connected Account, set up the connection as one‑way. In the Contact board, create the connect‑board column to the Account board but don’t enable the reverse link. That way, when you email John Deer Smith, the log will stay only with him and won’t appear under Deer Snowtires. This ensures cleaner tracking without losing the contact’s history.
hi @DavidSchenkler ! If you ever need a bit more control over where emails get logged, you might also look at Email to Task. It lets you decide exactly which item the email should be saved to, instead of it automatically appearing across connected boards.
There’s a 14-day trial, and happy to walk through the setup on a quick demo if helpful.