Completed

Past Activity

How can I transfer or keep past Activity in particular emails in past activity and files (under related in a contact or organisation.

When Merging I tend to lose this information from the source contact and only the master contact has kept its past activity emails and related files. 

Cant export or import these emails. 

How can I merge without losing this data. 

0

Comments

2 comments
  • Hi Abby

    Depending on the quantity, if not too many you could build a Zap with Zapier Email as the trigger and send them to it and then you can use whatever actions you wish below.

    Merging is not perfect, we've also witnessed this. Have you tried to the new bulk edit feature? You can select any and all emails and then the contact you wish to link them to and boom!

    0
    Comment actions Permalink
  • Abby,

    Smartmerge seems to have this working for leads according to their documentation, but it doesn't reference this for contacts or organizations. If you continue having issues, please make a post on the suggestions page and before merging the contact or organization records manually link the emails to the master record, then merge. 

    Thank you,

    Micah Feldkamp

    0
    Comment actions Permalink

Please sign in to leave a comment.