Record that a contact or workshop note has been emailed and to whom

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Karyn Kamminga

• 13 April 2017 03:04

When emailing a contact note, the contact profile you sent the note FROM does not record that it was emailed or who TO.

To check if a note was emailed, you have to guess who it was emailed to and then check their profile. It makes a lot more sense for this to be recorded on the note that was sent in the contact profile, so you can immediately see that the note was emailed and to whom.

Workshop notes and financial notes can also be emailed, but also aren''t recorded - if they could be recorded in the Workshop log, this would solve the same issue with these notes.

A subject line in Workshop notes would also be very useful.

 

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  Tahni Littlejohn

  • 13 April 2017 05:40

  Agreed, it would be great if the emails were recorded in the course/workshop log. 

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  Leanne Wilson

  • 19 April 2017 02:36

  Agree this would be most useful having a record of the workshop note sent. It would also be helpful if the note included  the workshop or a useful descriptor in the email subject to easily identify the topic of the email when receiving email notes from aXcelerate.

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  Calvin Young

  • 03 July 2017 04:28

   

  This would be super useful. It's so hard to know who the contact note was sent to and you're forever guessing did you or did you not cc in another user.

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  ZZ. Admin - Mel Berger

  • 11 July 2017 01:34

  This would be ideal! 

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  Tahni Littlejohn

  • 11 July 2017 01:49

  If I could vote for this twice then I would!  Especially the record of course notes being emailed. 

  Not having any record of emails being sent is a risk, especially when they are being sent from a generic work email address. Say for example someone sent an unprofessional email, we would have no way of knowing about it (unless the receiver notified us) and we would still have no way of knowing who sent the email. 
  
  I cant imagine we would ever have this issue as we are a small organisation and few staff members have permission to create/email course notes but I suspect this could be an issue for larger organisations.  

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