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…

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

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billyjackson March 22, 2023, 7:47pm 7

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

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

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