Skip to main content
Solved

Can I search a clients name in my account to see when I had a meeting with them?

  • 16 August 2023
  • 6 replies
  • 325 views

I want to know how many times I’ve met with a specific client. Can I search this information somewhere?

If you click on “scheduled events”, then click on “past”, then “filter”, you can search by email address. Here is what that section should look like:

 

If you click on “All Invitee Emails” you can search by email to find when you’ve met with a specific client!


Can we add this to a roadmap to get search by name??

Seems like a common sense thing to have in place to me


Hey @dgaref! Good idea. I’ve added it to our product feedback list.


Is there consideration to search for people by their name vs just the email?


Is there consideration to search for people by their name vs just the email?

That’s what this suggestion is referring to already


Is there consideration to search for people by their name vs just the email?

Hello! As @dgaref said, this is a product request we have noted in the past - and I do believe something being considered for future updates! =) I hope this helps!


Reply