Natero's Communications Dashboard 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.
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".
You can manually add account notes, interactions, support tickets and send individual emails directly from the Communications Dashboard.
Below is a quick summary of the different tabs in the Communications Dashboard:
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.