My client is at the account level emails and activities and wants to see communication with all the contacts connected. However, at times, they send out an invite to a meeting with all those contacts, sometimes 10 people.
In the account record, all 10 invites to a Teams meeting is recorded. Is there anyway to filter all this out?
Just to clarify, are you interested in filtering our specific emails (i.e. those invites) in each contacts item? If you can provide an example via a screenshot, that would be greatly appreciated (providing no confidential data is shared)
