Triage timeline question

  • 2 May 2023
  • 1 reply

Is there a way to have your emails in triage automatically link with their timelines?


Best answer by Rebecca Williams 2 May 2023, 19:08

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Userlevel 7
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@Melissa Reeves sort of! They can be automatically linked to the Contact timeline, but not work or organization.


Each user can turn this on for all emails in their personal privacy settings:

Individual privacy settings


Or it can be turned on or off for an individual contact by going into the Details tab:

Setting in details tab to turn email sharing on/off for a specific contact
Timeline for the contact showing how many are auto-sharing - clicking the link will give you a list of users

Each user controls their own sharing settings.