I’m using the fantastic Gmail integration, and I’m looking to use some light CRM-like functionality by displaying all the emails with a client inside their Contact entity. Unfortunately, I can only seem to easily create an automatic relation between them and those messages with their email in the “Email From” field.
to link to messages TO them, I can create a lookup from Contact → Gmail Contact → Message, but this field is then displayed in a separate list inside the entity.
The functionality I’d like to have would be a single list with both Messages To and Messages From, sorted by date together - in much the same way you can include two first-level databases in a list.
If anyone has any advice, that would be greatly appreciated!
You would need to combine multiple lists in one.
There was a topic for that sometime ago. At the end there is an instruction from @Matt_Blais on how to make it work.
TLDR:
Two of your lists would be automatically linked based on from/to. You can hide those lists from UI as they are only used in automation.
Automations would sync those two lists into one by adding and removing links when lists are updated.
Having union function would be way nicer though /cc @Chr1sG
Thank you both! Will use an automation in this case.
Not sure if you have an internal list of requests for Union, but would love to add a +1 to it if it existed: There are a number of use cases where we could benefit from this.
