Communication Sorting Features
gathering votes
M
Michael Buermann
1) It would be helpful to sort modes of communication to see what has happened. Like being able to look at just a text conversation, or just the emails sent.
2) I would like to see a tab to just look at all proposals provided on the main screen. (Note: This part of the request is possible using the "Proposals" tab located under Customer Card -> Activity -> Past)
Michele McCoy
gathering votes
Michele McCoy
Michael Buermann Great news! There's already a "Proposals" tab on the Customer Card. See the image below.
Shelby Parker
Hey Michael Buermann, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the types of proposals you'd like to see in the new tab?
- What specific information are you looking to gain from sorting modes of communication?
- Are there any specific features or functionalities you'd like to see in the text conversation and email sections?