Separate Clients texts using My Rep Chat integration from Client Notes.
These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.
7
votes
Paul sahota
shared this idea
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Catherine Cleveland
commented
Agreed, we would love to have a separate notes folder or area for My Rep Chat. It's currently also impossible to surf through notes with clients we regularly text.