Description
Description
On our Client Profiles board, each item represents a client household.
We have:
a Contacts column that connects to our Contacts board (each contact there has an Email column) – these are the main client contacts, and we do want their emails tracked in Emails & Activities for the Client Profile item.
a Referrer column that also connects to a contact in the same Contacts board (also with an Email column) – this is a different person who referred the client, and we don’t want their emails to appear in the Client Profile item’s Emails & Activities timeline.
Currently, Emails & Activities logs emails for all connected contacts that have Email-type columns, so emails to/from the referrer are mixed into the client’s communication history. This makes the timeline noisy and less useful for the adviser who is trying to see only direct client communication.
Support suggested using Never Log, but this is a global setting:
It would prevent the referrer’s emails from being logged a
What are you trying to achieve
I’d like to keep the Emails & Activities timeline focused only on the main client contacts for a board item, while still being able to store other related contacts (e.g. referrers) with their email addresses without having their emails automatically logged on that item.