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Created by Guest
Created on Oct 25, 2019

Distinguishing Marketing Comms from Other Comms in Documents

Finance & I were discussing the fact that, when they needs to look for a particular document on a Contact's record in the CRM e.g. to see if they have been sent something, it can be quite long-winded/difficult as if that Contact has been sent multiple e-shots from us in Marketing, this can really clog up the Documents view. 

Equally, if I need to see if something has been submitted, the same applies but vice-versa. Potentially being able to filter by CommuniGator (or another EMM Provider) in the Documents could be useful, or having 2 sub-headings under Documents - one which contains just marketing comms and one which contains everything else.

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