Product Enhancements

Managing Interactions across multiple Entities (Client, Provider, & Provider Clients)

Teams are dealing with a frustration when they have a Client Person who is also a Provider to other Client Households. If a Lawyer is a Provider (and has a Provider entity) to Household A & B, but also has their own Household with the firm, any Interactions they are related to (specifically with Email method in mind) will populate in all three entities (Lawyer's Provider firm, Lawyer's Household, and the Related Client Household).

Is there a way for us to limit the exposure for these types of connections to ensure the Lawyer's Household doesn't get populated with his client's Interactions?

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  • This is something we are facing also. It would be ideal if we can limit the interaction creation via Lightning.

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