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.

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7 comments
  • I agree.  This would be very helpful.  

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  • 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.?

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  • 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.

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  • Mark - You bring up a good point. I never really thought of using History for this purpose. Thanks for the idea!

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  • < 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.

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  • @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

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  • +1 on the Phone Calls category, and then also to be able to filter History as mentioned above.

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