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When clicking Compose Email from the Activities panel on a Base Plus entity type, an email address will be filled from a related record. Only Belongs-To and Has-One relations are supported.
An entity type priority list (the first met record will be used):
Account
Contact
Lead
Person and Company entity types
The text was updated successfully, but these errors were encountered:
yurikuzn
changed the title
Fill email address when compose email from Base Plus entity
Filling email address when compose email from Base Plus entity
Jan 20, 2024
When clicking Compose Email from the Activities panel on a Base Plus entity type, an email address will be filled from a related record. Only Belongs-To and Has-One relations are supported.
An entity type priority list (the first met record will be used):
The text was updated successfully, but these errors were encountered: