Automate CRM (Elay CRM) Ideas Portal đź’ˇ
Your Voice Matters. We value your feedback, feature requests, and ideas — and we take every suggestion seriously to build a better product for you.
Your Voice Matters. We value your feedback, feature requests, and ideas — and we take every suggestion seriously to build a better product for you.
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't update last activity date. This is madness because it means we cannot prevent consultants from contacting contacts and candidates who might have been contacted through an elay automation on the same day because they don't have visibility in the contact or candidate vincere table view.
| Customer | Comms Search & Selection |
| Customer Priority | 1 |
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Customer Challenge
See attached contact table view. All of these people have been added/updated in Vincere through elay recently, but last activity says none. |
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Thank you so much for your valuable input! Your idea is well-received and it's in good hands. We'll need some time to plan and assess how best to move forward in upcoming quarter. We'll keep you updated as things develop.
Best, Noah