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Status Backlog
Created by Guest
Created on Jun 27, 2023

Customize which messages are logged to Salesforce

Problem
All messages are logged to Salesforce, including internal-only messages and calendar updates, which clutters the CRM.

Request
Add filters to control which message types are logged to Salesforce.

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  • Guest
    Oct 12, 2023

    To have accurate data in Salesforce, it would be necessary to be able to select one or more emails that you wish to import directly from a conversation, and for these to be clearly defined as being 'received' or 'sent' in Salesforce.