How to filter for contacts with attachments
Hi,
I'd like to filter out a list of only my contacts that have attachments (I attach news articles to prospects of interest). Is there a way to do that?
Thanks!
Ellen Daehnick
ellen@bspokegroup.com
Comments are currently closed for this discussion. You can start a new one.
Support Staff 2 Posted by Scott Blitstein on 10 Mar, 2010 08:36 PM
Hi Ellen,
This isn't currently possible but I've gone ahead and logged your feature request and will bring it up with the team at our next review meeting.
Better attachment handling and viewing in general is something we know we'd like to do enhance.
thanks
sb
3 Posted by Ellen Daehnick on 10 Mar, 2010 08:40 PM
Wow that was fast. Thanks for the note! It would be a great way to filter
out contacts into those that you have the most interest in as prospects...
Best,
E
--
Ellen Daehnick
b-spoke group
ellen@bspokegroup.com
(303) 834-7048
Support Staff 4 Posted by Scott Blitstein on 10 Mar, 2010 08:53 PM
I just had an idea for you in the interim. If you were to assign a tag to those contacts when you attach those news articles you could pull them up that way by the tag. You can do this at either the contact level or even when you log communications with them.
I just shared some creative ideas for tag usage on our blog that may be helpful:
http://blog.batchblue.com/tags-theyre-it/
Better attachment handling is still a goal but this could help you keep things organized in the interim.
sb
5 Posted by Ellen Daehnick on 11 Mar, 2010 02:55 AM
This is great - I'm implementing immediately. Thank you Scott!
--
Ellen Daehnick
b-spoke group
ellen@bspokegroup.com
(303) 834-7048
Pamela O'Hara resolved this discussion on 11 Mar, 2010 04:07 AM.