Share (all) notes, tasks & automations with a shared person
C
Claudio Holzammer
Hi Fabian,
It would be really great if I had the choice to share everything with someone else.
I work on our inquiries together with my office worker (sometimes there are hundreds of emails). In doing so, I could check which inquiries have already been processed and, above all, I can ensure that everything has been shared and that nothing has been forgotten.
If you could implement this, it would make work much easier for my company.
Was I able to make it clear to you what I mean so far? If you have any questions, please feel free to contact me.
thanks
Fabian
Claudio, do you mean when you shared a contact with a collaborator that you would like to automatically share all notes/tasks that you add to that shared contact?
The reason why we decided not to automatically share all notes/tasks is that we expected our users to also have private notes on a contact, which they do not necessarily want to reveal to their collaborators.
But we could consider a toggle for shared contacts to automatically share notes/tasks by default (when enabled), so that you can still make certain notes/tasks private.