Visual indication when an email is shared with Workbooks
A client recently converted from Microsoft CRM to Workbooks. They love it, however find the Outlook connector could do with some improvements:
- Ability to select multiple emails, and Share with WB
If you are not 100% diligent in sharing emails when they happen, you may need to do some sharing at a later date. In WB, I have to open each email, click share, save and close. In MS CRM, I can ctrl-select all the emails I want to share, and click a button on the ribbon to share.
- There is no visual indication that an email is shared.
When I look at the list, I cannot see which emails I've shared. So again, I need to open the email. Microsoft CRM shows a different icon next to a shared item. This pretty much what WB does already with contacts that are shared. Please implement this for emails too.