My organization receives communication in multiple forms , Email / voicemail etc . I was wondering if there was any way to combine or flag communications coming from the same person even if the message itself is not exactly the same?
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Hi there!
The most straightforward way to achieve this would be to check the contact’s Contact Details > Conversations section which indicates to teammates if a contact has had other recent communications with your team:
Cheers,
Cat
Thank you this was very helpful.
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