Emails & Activities tracks incoming and outgoing emails on all items that have the same email address in the email column.
Has anyone found a workaround to only have the emails show up on the item associated with the email thread, and not tracking the email on every other item that has the same email in the email column?
Unfortunately we have not - the Emails & Activities app tracks emails across all boards - even if the board is private. It would be great to see this fixed, but as far as I know it currently isn’t possible.
I would like to see this feature supported as well. Many of our deals are through partners so many have common contacts, and this makes it hard to find the correspondence related to the specific deal.
Defitenaly agree with Colin, this seems like a pretty fundamental feature of a crm on the caliber of Monday
Hi all, I have been searching for this answer since yesterday. I had been tasked to create a ticketing board where users would email us and the email would trigger a new item to be created. We would then use “Emails & Activities” to communicate with the user until their issue is resolved. The biggest problem we have encountered during testing is that if a user has more than one ticket/item on the board, the system updates all threads in the items associated to their email address. It seems like such a basic feature that I was convinced I was missing it somehow. I have been researching for two days! How is there not an option to automate this?
I haven’t had a chance to test it yet, but I did come across an an Email & Activities filter called “Item related activities”:
That sounds like it may do what we are hoping for in this thread and may be worth a try.
I have just tested the “Item Related Activities” filter. These are my findings:
Sent emails
Received Emails
As you can see, this was not an exhaustive test. From what I understand, monday.com has a team of people focused on Emails & Activities - I hope that they see what I have written above, and work on making this a more reliable feature.
Steve Escott
steve@alldayit.com
Authorized monday.com Partner
AllDayIT.com
I feel as though a massive feature like emails & Activities should work with the same email address. If it would allow me to add an email to a column for it to monitor and then create a new task each time the subject line is different then it would make it ten times easier.
I found a work-around by assigning a faux email that goes into a Google group (adding a plus sign and anything after is allowed in gmail and will go to that same email…eg “groupemail+custom@domain.com”)
If you had a products table, you could have a products@company.com Google group. Each product could have a unique email like products+prod12@company.com. All emails will go to same group inbox.
Being able to log emails based on thread is a critical CRM feature that is currently missing from Monday.
For our purposes the emails and activities functionality is almost useless. Most of our contacts are simultaneously associated with multiple items / deals. If an email is sent from a contact that is on multiple items, that email is updated to all the items even ones that are irrelevant. This is useless. The available filtering options do not solve this issue.
We need a way to associate specific email threads/subjects with an item so that only relevant information is updated to relevant items/deals.
One way to do this would be a feature within the contacts board to manually assign a thread to a specific item. When a new email is received from a contact that is associated with multiple items the user could have the option to assign that thread to a specific item.
Even if there was the ability to manually select specific emails from a contact to be posted as an update to an item that would be helpful and seems like would be an easy feature to implement as a stopgap measure.
For applications where a business works with the same contact from a vendor or contractor across multiple projects simultaneously this functionality is critical.
I hope somebody at Monday is reading this. I have not been able to get anywhere on this issue despite multiple support requests.
Thank you,
Greg
Agreed. Our team pretty much ignore using emails & activities for the same reason, which is a shame because if we could just manually assign a contact to the thread our team would love it!
Is there really not a solution to this issue?
We should be able to filter out email threads that were sent from a particular item.
From my understanding the filter „sent from this item“ should achieve exactly that, but at the moment it simply does not seem to work.
Associating E-Mail Threads regardless of E-Mail to an item is a very vital CRM and Service feature. I am surprised to see that it looks so buggy in Monday.
We have a similar issue - having the ability to “pin” or “attach” certain e-mail thread to a certain item would help tremendeously, especially if some conversations are not initiated from the Email & Activities app in monday.com
Definitly a feature request for the future.
And you might want to look at how hive.com has done that - they provide the full overview of the linked mailbox and allow you to attach a specific thread id to a task - that would be perfect to have for Monday.com as well.
See feature description from hive.com here:
Hive Mail: Fully-integrated email within Hive | Hive Help
You can actually pin Activities to the top
Yes, but only if the conversation in question is already in the Emails & Activities list of the specific item - and not filtered out by a filter.
But what i want is to “link”, “pin” or “add” a specific conversation from a mailbox in monday.com to a specific item.
Check out the link i posted regarding hive.com - it explains exactly, what i want to do!
It’s been 2.5 years.
Does anyone on the monday team have an answer for whether this basic CRM feature is planned or not?
