Enable notes/log touches entered to be emailed to other Nimble users on our team.
We would like to be able to pass along relevant notes/log touches to individual(s) by email via nimble (checkbox). This would reduce the redundancy of having to compose a new email to communicate notes/log touches already entered into Nimble - so having to do it twice essentially.
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Jill McNally
shared this idea
Hi Jill,
Thank you for submitting your idea.
Right now, the best option would be to copy and paste that note over to a new email to communicate it with individuals.
If they are team members, they could refer to the note on the contact record itself.
Best,
Joseph