Sent emails not showing in buyer notes
When sending one email to multiple buyers on the buyers leads screen it is hard to tell who it has already been sent to. If an icon could be added next to the thumbs to say who has received an email ( the email icon or a tick) that would help to avoid double up of emails. The only way to see if the email has been sent is if you click on the buyers name and it opens there profile to the normal section with the notes, you have to click on their name again and go behind for extras to see if the email has been sent. It's a time waster having to double click all the buyers you think you have sent an email to. The icon would really help at keeping productive and time efficient.
Yvey Colla
shared this idea
Hi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature: 7.16 Release Notes
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Peter Walkden
commented
On the mobile app, if I email/SMS my buyers, a buyer note is recorded in my buyer timeline, which flows through to my vendor reporting.
If I do the same thing via the desktop (web app), this is instead saved as a general contact timeline event - which does not flow through to my vendor reporting.
Could this be changed so the web app is consistent with the mobile app?