Dear community,
there is no way to add task_email relationship? I tried to add the relation to task, but i cannot find email module in the related module dropdown list.
We want to create tasks triggered by inbound emails automaticlly and we need the created task automaticlly attached to this email. If this is not possible, which module is better then task in this case? Or should i just create my own custom module?
Thx in advance!
Hi Fei Ning ,
My recommendation to create the relationship to emails is to select 'Activities' for the module relationship. This creates a relationship from Tasks to all the activity-based modules (Calls, Meetings, Emails, Notes, Tasks, & Messages). The Tasks module already has a subpanel for Notes so this will create a second Notes subpanel on the Tasks record view. The redundant subpanel can be suppressed via code customization if you choose, but otherwise deploying the Activities relationship should get you what is needed.
Chris
Hi Alexander Fechner ,
In order to be able to support direct relationships between emails and another module, the 'Activities' relationship needs to be established with that module. Many modules out of the box already have that relationship (e.g. Contacts, Accounts, Leads, Cases, Opportunities, etc.). The Tasks module does not have the Activities relationship though, which is why I recommend deploying that option via Studio.
Chris
