3
Attach an email to a person
Source: twentyhq/twenty#1614 · opened by @Bonapara
Attach an email to a person It should be possible to attach an email to a person from an email thread accessed from a company record when the email is not recognized as associated with any Person record in our database. (Almost nobody will manually add emails to People records) Everyone that has the right to see an email, should be able to attach an email recipient to a Person record: 1. A chip should be displayed over the name of a recipient that is not part of your team (we don't want to have our teammates in our CRM) and that is not already associated with a People record. 2. Click on it, and a menu opens, with a search field already filled with the recipient name. 3. Clicking on the Person record on the menu, associate the email recipient to the given person record. (It means that it fills the person email field, and that the email will be now visible on the given person detail page.) Linked people Once a record has been attached (either manually as described above, …
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