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A customer had a requirement from their sales users to be able to filter the communication screen to show all Emails, both inbound and outbound.
You can see below that I have managed this by creating the option to filter 'Emails Only'.
Emails get…
Hello,
Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day?
I figured an escalation rule with an email, but if I put on communication fields, I'm…
