e-mail field type to capture all emails
Loic LeMener
Have an e-mail field type that captures all emails tied to the email in the communications center. The use case for this would be to have a "contact" record where you can see all the emails that pertain to that contact. For clients and other relationships this would be super-valuable. Thanks!
Loic LeMener
Thanks for your questions Jon!
- Both, it's nice to have a complete track record and have a "single source of truth" for client communication
- Specific ones - for clients for sure and then certain other relationships like other client advisors. But many people like unimportant vendors, we don't need it.
- Ideally, it would include the exact date of the email, the suject, the body, who it was from/to and include any attachments (though the latter would be the cherry on top)
We are four people working with the same 75 clients so this would avoid us having to CC each other all the time. We would just know we could look in SmartSuite for all the communication.
Thanks!
Jon Darbyshire
Hiya Loic LeMener, thanks for this post! I have a few more questions for you:
- Could you please clarify if you want to capture all emails sent to or from the contact, or both?
- Would you like this feature to be available for all contacts or only specific ones?
- Are there any specific details or information you would like to see alongside each captured email?
Loic LeMener
Jon Darbyshire
Sorry for the slow reply, on vacation.
- Both, so it could be a “single source of truth” for the history with the client
- It would be great to have the flexibility to turn on and off per contact. Our firm would definitely turn it on for clients and prospects and “high intensity” vendors/partners. Leave it off for everybody else.
- The to,from, date/time, body, attachments (that may be too memory intensive but with the date/time you could easily find the email). At least an indicator of if there was an attachment. I personally hate Gmail’s email string layout, so maybe stst captures each email not the entire string and then there is a “group by” feature where you can group by subject line, key word, etc…
I hope that’s helpful!