It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain.
I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a company ou contact timeline. That way I have all the info about one subject in a "discussion" or in a series of notes instead of having to jump from one note to another with tasks and calls in between.
@alguil I see! So it would give your team the ability to leave a short recap on the interaction below the full correspondence so other team members could quickly get up to speed without reading through the call notes or email exchange in its entirety. That is really helpful to know.
Would you say the issue mainly stems from difficulty working with the email history in the tool or just that it is unecessary to have to read through all of the correspondence to get up to speed?
As of today, you can now comment on any note, meeting, call or logged activity. It is not possible to comment on an email or task activity at this time. The team is looking in to adding this functionality to tasks.
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