I want to know how many times I’ve met with a specific client. Can I search this information somewhere?
Can I search a clients name in my account to see when I had a meeting with them?
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
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
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