Combine Emails & Notes into one tab
I put all my notes, whether they are emails, phone calls, or face-to-face meetings in the Notes section for the contact record. Since the email plug-in only feeds to the Email tab section, it's always in a different area...rather than in one are (Notes) in chronological order, based on date. This has forced me to copy and paste all emails into a specific note in the Notes section...that way I can go to one place for all communications for the contact...it's in order by date that way. I would just combine the two tabs to say Email/Notes.
Comments
I agree. This would be very helpful.
I use the "History" tab for this reason as it combines the two (aw well as other tabs). Perhaps an elegant solution would be having a feature that has the ability to filter the history tab with checkboxes for notes, emails, events, files, changes to the "about" section etc.?
I believe Mark is onto something here. I do not want to combine notes and emails. I use both in very different ways. But if I was able to filter my history down to exactly what I need, I may use it often.
Mark - You bring up a good point. I never really thought of using History for this purpose. Thanks for the idea!
< use the "History" tab for this reason as it combines the two (aw well as other tabs). Perhaps an elegant solution would be having a feature that has the ability to filter the history tab with checkboxes for notes, emails, events, files, changes to the "about" section etc.? >
This would be a "more" perfect Idea if they could implement a separate PHONE CALLS category -- which would then be part of history instead of currently using NOTES and/or TASKS to log phone calls.
@Florida Ridge,
I agree with your point.. being able to document a phone call as a 'phone call' instead of having to call a note a 'phone call' would be a nice addition
+1 on the Phone Calls category, and then also to be able to filter History as mentioned above.
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