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How to include fields and URL in a Message Saved Search?

edited Jan 11, 2023 2:56AM in Ask A Guru 3 comments

Our sales, accounting, purchasing etc. team are required to email customers and vendors using the Communication tab in each of the respective record. For example the sales team will send an email from quote record, the accounting team will send an email from the customer invoice record and purchasing team will send an email from the purchase order.

We have created a saved search which will provide the user to track an incoming message. (My understanding is that there is no built in functionality to be alerted "you have mail" or there is queue for user to go to see consolidated email messages that they originated or email that they have received).

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