Topics started by ART

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ART
Beginner
ARTBeginner
asked in Ask a Peer

Timelines & Tagging

I am incredibly confused with how correspondence is saved to timelines. My understanding is that if an e-mail is received from a certain client (e.g. a corporate entity) it will only be automatically saved to the timeline if it is from the primary contact. There are other people that I send e-mails to in the organisation and I would have thought that their correspondence should be automatically saved to the organisation timeline, if I set them up as a contact? Apparently this is not the case and Karbon is designed like this on purpose but I don’t understand why? Therefore, it becomes a manual process to remember to save e-mails to timelines which is likely to lead to things being missed. Perhaps, I am missing something?Also, in addition, if you are looking at an entity timeline, is there a way to filter out the correspondence from a certain department that you don’t want to see?    

6
SamG
Sr. Karbon Community Guide
5 months ago

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