Share person/company email history with my colleagues
I frequently will respond to a potential customer's email and then want to go back to that client's name and enter in a note about said email. It would be great to add a plugin so that before I send the email, I could associate it with that person's name, so that other people from my company could see the email record. 37 Signal's Highrise has a feature like this, but I prefer to respond to a request and associate it with a person in one fell swoop, not with a separate tab in a different product.
David Eisenberg
shared this idea
This is an interesting idea. We’re figuring out how this would need to work in order to be useful. How do you currently share correspondence history with your colleagues? Does your current workflow need to be changed? Please let us know at supportive@rapportive.com :)
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Iain B
commented
I was hoping that rapportive + highrise would do this, which would be an easy win, but for some reason when a colleague views the same contact, they can't see my notes or tasks from highrise, they can only click through to highrisehq.com