How to filetr emails retarding to order in account RRS feed

  • Question

  • Hi everyone,

    Users create emails with regarding to order, then  CRM automatically post these emails to activities in customer account for this order. How to disable this standard behavior?



    • Edited by Roman VVa Wednesday, July 22, 2015 9:02 PM
    Wednesday, July 22, 2015 9:02 PM

All replies

  • You need to disable the sync of email to CRM, wherever you have it.  That's the only way to prevent the emails from getting pushed through. 

    If you're asking how to have the email only show on the Order and not the parent Account, then you need to change the view for Activities from "Related Records" to "Only This Record" on the Account.  That will make sure emails on the Order will not show up on the Account by default. The relationship will still be there, but the view filter is much narrower.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Thursday, July 23, 2015 12:42 PM