Replies posted by ChantalV

3 Replies

Heidi Tedhams
Beginner
Heidi TedhamsBeginner
asked in Ask a Peer

Individual Contact as Organization?

Following. We are in the same situation. Singles are people and couples/families/businesses are Orgs. So orgs are connected to SF but the People are not. A fun thing I read/heard somewhere that stuck with me for the differences that may help is;Circles look like faces = people  Squares look like buildings = organizationsJust a fun little thing to help teams remember the differences.

4
ChantalV
Beginner
4 months ago
K
Beginner
Kathy CogginsBeginner
asked in Ask a Peer

Admin mgmt of partner email (triage)

I also think that having admin clear out of triage for my partners would be ideal!

6
Tenacity Remington
Beginner
7 months ago
Tasha Harding
Beginner
Tasha HardingBeginner
asked in Ask a Peer

Spam Emails not in Outlook

We have come across something similar in email routing.For us, we have a general email that is sent out to all of my accountants, but rather than getting the email with their name that they received in Outlook, they randomly get the emails of each other in their triages. We have had this happen twice, both time we reported it, both times from the same sender, but nothing could be found to be able to be fixed that I am aware of.Did you end up with a resolution once you spoke with support? If so, would you be willing to share what was done?  Thanks!!

8
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Sr. Karbon Community Guide
11 days ago

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