How to attach an email to a Contact and an Opportunity at the same time

Hello,
Is it possible to attach an email to both a contact and an opportunity at the same time, or do we have to do it in 2 steps as we do now?
Thanks,
Kind regards,
Regine

Have you tried a Workflow to do that? Maybe you can come up with one that works for you.

Or if you can code, you could add it with a logic_hook.

Hello,
I can’t code, and I’ve never worked with workflows so far, but I’ll try!
Thanks for your reply,
Regine

You can relate an email message to multiple contacts and opportunities at the same time without writing code. Follow the following steps:

  • Go the the email module
  • Navigate to the folder containing the message
  • Right click on the message
  • Select view relationships
  • Scroll down to opportunities
  • Click on select in the downwards pointing arrow to specify a related opportunity
  • You can do the same thing concerning related contacts