Bulk Merge Email Not Logged on Customer Record

Scenario

User sent out an email using Bulk Merge, but the email sent to Customers was not logged under Customer > Communication > Messages.

 

Solution

Note: Bulk Merge emails do not get logged under Customer > Communication > Messages but get logged under Customer > Communication > Bulk Merge. In order for the Bulk Merge sublist to show on the Customer record, user will need to customize the form. 

1. Navigate to Lists > Relationships > Customers
2. Customer: Click Edit
3. Click Customize > Customize Form
4. Click Sublists
5. Click Communication
6. Bulk Merge: Enter Checkmark
7. Click Save