Communications Center

Natero's Communications Center is a centralized place for you to view, filter and search any customer communications including emails, interactions, support tickets, and notes. 

You can easily find a list of communications filtered by a particular account, certain communication type(s) or searching using keywords. 

For example, you can quickly filter a list of GTM records by going to the "Interaction" tab and selecting the "Gotomeeting" filter. 

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If you'd like to find all customer notes that contains workflow related feature requests, you can go to the "Notes" tab and search "Feature Request - Workflows". 

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You can manually add account notes, interactions, support tickets and send individual emails directly from the Communications Center. 

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Below is a quick summary of the different tabs in the Communications Center:

Emails - Any bcc'ed emails (using your Natero org-specific bcc email), emails sent via Natero campaign or Natero email triggers.

Interactions - Any interactions synced from third-party systems, or manually added within Natero, or sent directly via the Natero Account REST API to the Interaction endpoint. Interactions can have "Email" type.

Support - Any support tickets synced from third-party systems, or manually added within Natero, or sent directly via the Natero Account REST API to the Support Tickets endpoint. 

Notes - Any account notes synced from third-party systems, or manually added within Natero, or sent directly via the Natero Account REST API to the Notes endpoint. 

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