Thank you. It’s more having something similar to a ‘mirror’ function, but for the update feature. So for instance, let’s say I’m liaising with a contact ‘John Smith’ that works for ‘HSBC’ (this would be the Company or as you call it, Account).
I will write my communication updates on the Contact item ‘John Smith’. But when I’m in the Companies board (Accounts for you), I would like the update to be signalled in the Companies item ‘HSBC’ as well, so I can keep it always in mind, and easily associate that the Contact I spoke to, John Smith, is from HSBC.
I hope that makes sense?..
Hello @sara and welcome to the community!
I hope you like it here
If I understood correctly, what you want is a way of “relating” a specific update to a user, so that that user would have the possibility of seeing all the updates “related” to them.
Is this accurate?
Looking forward to hearing from you
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