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1. The ability to share notes with people

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   17 comments  ·  General  ·  Delete…  ·  Admin →
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   planned  ·  AdminSam Stokes (Admin, Rapportive) responded

   We are planning to support this in some form. Would be great to hear more about how you’d like this to work. Who would you like to share your notes with? Are there any systems you use for this currently, and what do you like and dislike about them?

   Jeff Vyduna supported this idea  ·  Jul 1, 2010
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   Jeff Vyduna commented  ·  Jul 1, 2010  ·  Edit…  ·  Delete…

   You have an incredible ability with Rapportive to make the best CRM building off Gmail.

   Consider SMBs - small/medium businesses. You have a customer support staff, a sales staff and the management. These 2-20 people need to have some quick context about who has interacted with a customer or lead before. Notes could quickly solve that.

   My preferred schema would be the ability to designate one main organization I belong to for the purposes of note sharing. Then being able to switch a note between "just me" and "(name of organization)" visibility would be sufficient.

   We used to use Highrise but the lack of in-email-app integration (which I know you plan to offer with them) killed our interest, and therefore our subscription. Cleaning out Highrise to stay in a reasonable monthly price tier was outrageously difficult. It felt like "do painful cleanup of old contacts, or just keep paying more forever".

   Hope this helps! We'd also probably be fans of Get Satisfaction, Uservoice, Tender, Zendesk, and Lighthouse Rapplets.

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2. Allow indicating when several email addresses are the same person

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   planned  ·  AdminSam Stokes (Admin, Rapportive) responded

   We’ve made some progress on this: once you’ve connected your Google Contacts to Rapportive (http://blog.rapportive.com/address-book-inbox-together-at-last), then if you have several email addresses for a contact, we’ll recognise that the different email addresses are the same person, and show the same profile for all of them. This means you can “link” two profiles together by creating a contact in Google Contacts with both of the email addresses – however please note we could take up to a day to notice the change.

   If we determine from your Google Contacts that two email addresses are the same person, that will be private to you – i.e. you’ll see the same information for that person from then on, but other people will still see them as separate. That’s because people often want to keep their personal and professional identities separate in public.

   We know there are times when you want to link addresses together without mucking around with Google Contacts (especially if you don’t use Google Contacts for anything else!), and we’re still working on a way to support that.

   We are also already working on a way for you to say “this email address belongs to me, associate it with my Rapportive profile” (obviously we’ll have to verify it really does belong to you!). That way people will be able to link together all the email addresses they use, if they choose to do so. (I use several email addresses myself, so I appreciate the need for this!)

   Will update this when we know when these features are likely to roll out.

   We’ve made some progress on this: once you’ve connected your Google Contacts to Rapportive (http://blog.rapportive.com/address-book-inbox-together-at-last), then if you have several email addresses for a contact, we’ll recognise that the different email addresses are the same person, and show the same profile for all of them. This means you can “link” two profiles together by creating a contact in Google Contacts with both of the email addresses – however please note we could take up to a day to notice the change.

   If we determine from your Google Contacts that two email addresses are the same person, that will be private to you – i.e. you’ll see the same information for that person from then on, but other people will still see them as separate. That’s because people often want to keep their personal and professional identities separate in public.

   We know there are times when you want to… more

   Jeff Vyduna supported this idea  ·  Jul 1, 2010