Can you restrict 'related' emails to just those about a project?

  • 24 March 2022
  • 1 reply

When looking at a project overview, the related emails displayed are those involving the contacts in ‘People’, rather than just those related to that particular project.

My question is, is there a way to restrict this view to only show those emails whose subject contain a specific string, or even just those than have been manually ‘related’ to the project?

1 reply

Userlevel 6
Badge +5

Hi @Mike Langley, thanks for posting and my apologies for the delayed response!

To answer your question, there’s not currently a way to get only certain emails from a contact to she in the activity log for a Project.

We have an open Idea for something that might address this. Basically, they suggested a way to indicate which Opportunity an email should show up on. You question is similar, except it’s about which emails show on a given Opportunity.

Anyways, if you want you can upvote that Idea and we’ll notify you about any updates. Sorry I couldn’t help more!