Feature Request: Surface emails from Opportunity-linked People in the Opportunity Emails tab #20709
sashaluxdev
started this conversation in
Ideas
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Uh oh!
There was an error while loading. Please reload this page.
Scope & Context
The Emails tab for Opportunities only attaches emails that use the Company's domain. This works for B2B deals (where each Opportunity = a Company), but underserves B2C pipelines, where the client can be emailing from a standard email provider such as Gmail or Outlook.
If a Person record is linked to an Opportunity, emails linked to that Person should also appear in the Emails tab for that Opportunity. If not by default, as an optional setting, toggle, or configurable behavior.
Current behavior
The Emails tab only finds emails by matching the Company's domain. Emails from the Opportunity's
pointOfContact(or other linked people) don't show up if their email is on a different domain.Expected behavior
The Emails tab should show both:
pointOfContactand any other linked people (new)If the same email matches both, only show it once. No new buttons or UI — just more emails in the list.
All reactions