Pop-up "Link all emails from the conversation with this record?"
Dear Creatio Community,
when linking a mail to a record a pop-up shows up and asks the user if he wants to "Link all emails from the conversation with this record?".
We don't seem to fully understand the meaning of this message. If the user clicks "yes" it appears like all e-mails from this e-mail address are also linked with the same record...
Could someone please explain the function of this pop-up?
Is it possible to disable it when linking a mail to a record?
Kind regards,
Markus Kumpfmüller
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Dear Marcus,
Thanks for your question.
The pop-up message 'Link all emails from the conversation with this record?' should show the emails that are on the thread only.
If it appears that all the user's emails are linked with a record, please contact us at support@creatio.com and provide us with access to:
the website the issue occurred;
examples of emails that appeared in the record which are in and not in the thread.
This functionality is a part of the core logic that is not connected to any feature or system setting, and as for now, there is no way to disable it in the application.
We've created a problem for our R&D team so they could add either a feature or a system setting that could allow disabling this functionality. Thank you for reporting this issue to us and for helping us to make our application better!
Best regards,
Anastasiia