Filtering Notes and EmailsSOLVE
Feb 17, 2020 8:51 PM
Hi. I am trying to work out the best way to be able to filter activity with a client into two streams. 1. general emails and notes logged against the contact and 2. Specific important emails sent to the client that have legal advice in them.
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Feb 18, 2020 9:13 AM
To the best of my knowledge, there are only the 5 standard channels for contact activity (i.e. Activity, Notes, Emails, Calls, Tasks). There is no native functionality in HubSpot to add custom channels (again, AFAIK).
What may be of use to you is adding a ticket or deal to the contact, for example create a ticket called "LEGAL ISSUES" then multi-select from "Associate email with" both the customer and the ticket. I've used this in the past to pick up just emails from a customer on a certain subject.
You can then use Filter Activity on the activity stream and just choose "Ticket Activity".
Not pretty, but whenever you're trying to make up for a lack of native functionality there will be an element of work-around.
I'd also recommend adding a suggestion on the ideas board for creating custom activity streams if there isn't already one there.
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