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The ability to send to specific related contacts in a one to many or many to many relationship

Carolyn Clay

Currently if you email related objects through their parent (or a many to many relationship) you cannot select specific related objects to send to. Either you send to all objects that the parent is associated with, or none of them. It would be nice to be able to target specific contacts that are related to an object and not have to email all of them.

The use case for this is if you have information from the parent you want to merge in and send to only a few contacts that are related to the parent object.

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Couldn't you create a group in Contacts based on the relational field being a certain value and when sending your message merge the Parent >> Field data into a message that isn't to everybody in the entire group?

This would only work for the 1-many usecase though.

William Warner 0 votes
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PLUS ONE on this - we should be able to easily send an email to the contact and any secondary emails within the contact

 

Mindy Belcher 0 votes
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