Communication Sorting Features
closed
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
closed
Michael Buermann Thank you for the feature request! Due to the age of this request and the lack of amount user traction, we are not planning to move forward with this request. Thank you again and have a great day!
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?