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.
1 Like