We use a single shared license within our organization (a single shared email address).
We often accidentally click on a colleague’s file or record. When this happens, the file is no longer displayed in bold at the top of the list and reverts to “read” status.
As a result, we risk missing important information that needs to be addressed and falling behind on our customer follow-ups.
Will it be possible to:
Manually mark a record as “unread” (in bold) using the “remObject” feature?
Keep the record at the top of the list with the latest updates from the relevant client?
Thank you in advance for your help!
Best regards
Jean Lou
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Proposée
Idées
About 1 hour ago

Charlotte CLERC
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Proposée
Idées
About 1 hour ago

Charlotte CLERC
Get notified by email when there are changes.