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Apprentice |
I don't see a way to link an e-mail to an organization in DMI - just contacts, projects and opportunities. Is there a way to make this work?
Linking mail to organizations is desirable as individuals can leave a company and there's not always an open opportunity or project that's appropriate. Going back into Daylite and linking it from there is awkward to have to do with every message. Thanks. |
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Journeyman |
I've mentioned this several times: Organisations stay put, people move around.
Rodrigo |
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Wise Guy |
Until this is possible, I've simply created an imaginary contact for the Organization and link the emails to this. It's a little messy, but it's working.
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