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jeremy1030
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Member since ‎Mar 7, 2020
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Jeremy Guttenplan

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alice2 on January 30, 2020
Tag engagements (calls, emails, etc)
It would be really good if we can 'tag' emails as different categories when we send them. For example, 'sales', 'logistics', 'client services', 'follow up', etc. And it would be even better if there was then the option to filter by email type too! read more
Reply Idea Contacts & Companies
10 upvotes
2 Replies
jeremy1030
Participant
March 18, 2020
It would be extremely helpful to be able to set up tags or categories (customizable) for emails and calls that you log. I'd love to be able to filter...read more
Rkeane on February 13, 2020
Add Subject Line to Logged Email
Logging this idea on behalf of a customer. Currently, with manually logged emails there is no option to add a subject line, and if this can only be included within the body of the note. Adding a 'Subject line' field to the log email window, woul read more
Reply Idea Contacts & Companies
8 upvotes
1 Reply
jeremy1030
Participant
March 18, 2020
Agreed. It would also be great to add a customized subject for calls. That way we can more quickly find the calls we are looking for and don't have t...read more
improvyze on November 13, 2019
Company Constacts Sorting Alphabetically
I am able to sort company contacts alphabetically, but there appears to be an issue. For example, if a company starts with a capital letter, those sort A-Z normally. But if a company starts with a lowecase 'a' it goes to the bottom of the list in a- read more
Reply Discussion
2 upvotes
2 Replies
jeremy1030
Participant
March 07, 2020
Yes, I am having trouble with the same issue. On the company or contacts list, capital letters sort before all lowercase letters. For example, when I...read more
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