The Template Name in the Email Steps Should be a Hyperlink
Similar to how the search name in the automation is a hyperlink to the search itself, the name of the selected email template in an email should be a hyperlink to the email template itself.
Just like the other search filtration of search we will use custum fields where ever we need to expand or limit search. also sometimes we need more customization where Ability to use custom fields in email will be a lot of help.
Please automatically pull in and record Elay activities with a contact or candidate as an activity in Vincere and not just a note.
We really should be able to search and filter in Vincere by last activity date and activity date that includes elay activity. Currently any interaction just gets pulled in as a comment/note which is not easily filtered by in Vincere, and it doesn'...