Document and share important details by adding a conversation to a Aptlet record. When a conversation from an inbox -- private or shared -- is related to an Aptlet, that conversation then becomes publicly visible to the entire team.

In this article, you'll learn:

  1. How to relate a conversation from the Inbox

Relating a Conversation From the Inbox

  1. From your Inbox, click the message you want to add.
  2. Under Related, click the plus icon next to a Location or Aptlet.
  3. Choose an existing item or create a new one.
  4. If you choose to add the conversation to a new record, follow the steps to enter your information.
  5. If you add the conversation to an existing record, enter the name of the record in the search field, then select the record.

Once you’ve shared the conversation to a record, teammates will see the full conversation in the Related tab.

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