CRM correspondence, but not in comments
Hi,
I am curious where you are heading with the new "contact" app in respect to saving correspondence with a customer.
I see with the new e-mail field that you could automatically add mails to comments of the current item. But is there also a plan for alternative behaviour? I would really appreciate if "new mail" or "call" could also create an item in a related app instead of just add a comment.
We have apps for "companies", "employees" and "correspondence". A correspondence could either be a mail, a phone call, video chat, meeting,... This correspondence is referenced to the customer company, the involved customer's employees and the involved internal users. It holds date, time and several other fields like tasks and files that arise from e.g. a meeting. We can also use it to plan meetings and calls in the future. I feel that this offers us much more possibilities than putting only the "text content" in the comment section of a single employee contact. We like having it linked with all persons and even the company. Also we can get detailed info from the app e.g. we were requested to show calculated fields like "when did they get the last newsletter", "which (new) customers have not yet been called" etc.
So perhaps someone can share a thought and if the new contact app could bring something like this.
Regards,
Andreas
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@Andreas, the contacts app will replace the current workspace and make the contacts more flexible. You will be able to relate to the contacts via the relationship field, and you can have e-mails and phone numbers in the reference badge of the contact, just as with any related apps today. You will also be able to set up the apps as you describe it, and notes regarding your correspondences can be placed in fields in apps instead of in the comments sections.
Does this make sense? Let me know if anything needs clarifying.
//Oliver - Podio
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Hi Oliver,
so to be sure: I know we will be able to fill our apps manually also in the futute. But will there be functionality to automatically create a "mail correspondence" item in an app instead of adding a comment with the mail button? This would be the magic I would love to see :)
Regards
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