Link emails to records - two ways of linking

Hello team,

 

I have a question regarding linking email to Activity. Is there any difference with using this way to link email :

or this way using "+" button:

In documentation there are no words that these two ways are different but I am asking this because my client is having problem with this. Precisely In first way of linking email one Activity is missing, but when they are using "+" button it's there. 

 

Can you please help me out with is problem, what do you think could be an issue?

 

Thanks in advance!

 

Kind regards,

Marijana

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Hello Marijana,



There is no difference in these two variants on how to bind the email to the needed object.

 

But on the email preview, there are only two options to bind the email. 



But you can click the "+" button in the top right corner of the email message and select the [ Add new ] command and there will be available more objects to bind the email.



Best regards,

Bogdan

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