FMG Suite (Segregate FMG Email Sent Notifications)
Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.
Martin J. Scalzo
shared this idea
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Holly Elliott
commented
We look to Notes for a quick glance of key activities that may impact the advisor's recommendations and actions. Unfortunately, any emails sent out via FMG are automatically categorized as "General." We send out emails that relate to client events, reminders to schedule a meeting, newsletter communications, etc. We would like to be able to have those automatically tagged with the category we have set up that corresponds to each.
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Martin J. Scalzo
commented
Please segragate FMG Sent Email Notifications. Having to filter through the notification to seen notes is not good. There are pages of FMG notifications over the course of a year.
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Martin J. Scalzo
commented
This would be nice.
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Anonymous
commented
You don't have to make its own type -- just have them mapped to type: "Email Sent"
then we can use the note filters..... that would make the most commons sense and be the easiest to implement