Ideas & Enhancements

Searching via Phone when tagging from Outlook

When we receive texts back via e-mail, there is no name and we can't see what we sent to them to help identify the person we are contacting. It would be very helpful if when we try to tag that text from our e-mail, we can search via telephone in that tag search. Otherwise, we have to go to Neos and search there. Then we have to go back to the e-mail text and search the person's name and then tag.

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  • Jun 26 2020
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