Chris Raitzyk
08/06/2025, 6:44 PMCeligo AI
08/06/2025, 6:44 PMAI generated answer (using internal Slack threads):To show all emails to all contacts under the customer record, you can create a custom sublist based on a saved search of the contacts. Here are the steps: 1. Create a saved search on the Contacts record. In the criteria, you can set 'Company' to the specific customer you are interested in. In the results, you can include fields like 'Email'. 2. Create a custom sublist that will be based on this saved search. You can do this by going to Customization > Lists, Records, & Fields > Sublist Types > New. In the sublist definition, set 'Saved Search' to the saved search you created in step 1. 3. Add this custom sublist to the Customer record. You can do this by going to Customization > Lists, Records, & Fields > Record Types, find 'Customer' and click 'Customize'. In the 'Sublists' tab, add the custom sublist you created in step 2. Now, when you view a customer record, you should see a sublist showing all contacts and their emails for that customer. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/06/2025, 6:45 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844510257
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833319545
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829361737
Celigo AI
08/06/2025, 6:45 PM