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Associating an Email (Gmail Connection) with a Contact (Table)

  • 1.  Associating an Email (Gmail Connection) with a Contact (Table)

    Posted 08-16-2021 12:18
    I have two tables - Contacts and Emails. The Contacts table has basic contact information and the Emails table is built using a Gmail connector. I would like to show emails associated with specific contacts (based on the Original From field) within a Contact's record. I tried creating a Report Link, but it's only showing the associated email.

    I'd like to be able to show the From, Body, Date, etc, for each email communication associated with the Contact.

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    Chelsea Giacchi
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  • 2.  RE: Associating an Email (Gmail Connection) with a Contact (Table)

    Posted 08-16-2021 12:30
    It sounds like you just need to make an unfiltered report on the gmail emails table with the columns and sort that you want to see on the embedded report of gmails on the contact record.  Then edit the form properties of the form to use that report for that Report link field..

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Associating an Email (Gmail Connection) with a Contact (Table)

    Posted 08-16-2021 12:52
    Yes, of course. That makes sense and it worked, thank you!

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    Chelsea Giacchi
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