Hi,
in Inbound Email the Import action can be related to Contracts but after that, in Contracts module, there’s no subpanel linking to imported email.
I’ve also tried to create a relationship between them. After it subpanel is created but no email is linked.
If tried to import Email into Accounts it works well.
Is there any other task to do, or a customization is needed?
Does anyone can point me where to find any clue?
Many thanks
Hey,
It looks like “Contracts” is an option there, because that dropdown uses the “parent_type” list
(Which is primarily used in Tasks/Calls/Meetings/etc)
It seems like the Items are indeed related, but there’s no Activities/History subpanel to display the items.
However, you should be able to add the Activities/History subpanels to Contracts, through Studio.
Go to Admin->Studio
Select “Contracts”
Select “Relationships”
Click “Add Relationship”
On the right-hand side, select “Activities”, like so:
If you navigate back to the Contracts Module, you should then see the Subpanels, as well as the Imported Emails:
Thank you very Much!!!
It Works
