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 “E…

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 a…

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.

[image] billyjackson: would love to add a +1 to it if it existed Consider your vote now counted :slight_smile:

Another question: Having successfully implemented this across multiple Email Accounts (each with 3x fields connecting each Contact to each Email, with a different database for each email accounts messages), I’m running into another difficulty: I’m looking to create a single list view that shows al…

I’ve moved this question to this thread here for neatness reasons

How to create an automatic relation based on a number of different criteria

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Chr1sG March 17, 2023, 7:11am 3

The union function is in the backlog, but I’m not sure when it might get implemented I’m afraid.

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How to create an automatic relation based on a number of different criteria

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