If we have multiple deals with the same contact, all emails with that person show up in every deal that they are associated with. It would be nice to have a global, or even board specific setting that would only show emails sent from or responded to from within the emails and activities app in each specific deal only. This way if we have 5 different deals open that include the same person, we’re not cluttering up each individual deal with information from the other 4 that have nothing to do with that deal.
100%! This is a critical need for Emails & Activities to be useful at the Deal Level.
In my case I have transactions which have multiple email contacts (title companies, lenders) that are involved in multiple transactions. Presently when I look at the E&A for one transaction, I see all email in all transactions involving these email address.
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Was a solution to this ever implemented? I’m considering switching from Pipedrive to Monday, and this is a feature that we need as we often have multiple deals per contact.
Hi! I totally get the issue here - emails showing up across multiple deals can get really messy. One option you might want to look at is the Email to Tasks app for monday.com. It lets you convert emails into tasks or updates on the specific board/group you choose, so you can keep each deal clean and only tied to its relevant emails. Might help reduce the clutter you described. Here’s the link if you’d like to check it out: Email to Tasks for monday.com