Articles tagged communication
Account Notes and When to Use Each Type
Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.
Communication: customer calls, texts and email in one place
Communication puts every customer call, text and email in one screen: who's on the phone right now, every conversation by phone number or email address, the customer's jobs and balance alongside, replies from your own ma...
Who can read whose email
When your staff connect their mailboxes, their emails with customers show up on the customer's account and in Communication. Decide mailbox by mailbox who else can read them: from a shared service@ box the whole office w...