Hi everyone,
The requirement is to show all the Opportunity irrespective of the Account selected .Now it is being filter by Account. I'm trying to find the module where the implementation is done. I have attached the screenshots below for the reference .
Could someone help me with this ?
Regards,
Hindujashiri.
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Hello,
We have performed several tests and here is the result:
if you go to "Not processed" folder and find any email that is not bound to any contact or account - you will be able to bind it to any opportunity in the application.
But if you find any email that is already bound to a contact or account - then you will only be able to bind this email to the opportunity where this contact or account is a customer.
This won't work if the account and contact are not bound to each other (for example, contact is not primary for an account or not connected to an account).
We will create a separate idea for our R&D team so to develop this new functionality of binding email data.
Best regards,
Antonii.