Allow me to add a note to specific email rather than to just the contact
It is great that I can add a note to a contact. However sometimes an email or email thread is what needs the note. Sometime it is a combination of the people in the email thread that needs to be noted not one particular person.
David Zeidman
shared this idea
That’s an interesting idea, thanks David.
Can I clarify: when you create a note on a conversation, where do you want to see that note again?
• Just when you look at that particular conversation again?
• Or when you look at a different conversation with the same people?
• Or when you look at the Rapportive profile of any of the people on that conversation?
Thanks,
Martin
-
Hi David, thanks for the explanation. We'll see what we can do!
An idea for now: you could create a 'note' on a particular conversation by just emailing yourself within the thread? Although I realize that it might be hard to find in a long conversation, and it won't help you getting an overview, so that's not a very good solution.
We'll work something out :)
Best, Martin
-
David Zeidman
commented
I had thought that it would be just for that conversation. However it would be good to see that there is a note for a contact when seeing that contact in another context. You would not neccessarily see the note but perhaps a link to the conversation or to the note.
It would also be good to see an overview of the notes.
David