It would be great if we could tag correspondence items with bespoke tags, setup in settings with various colours (and icons?).
To be useful, you’d need to be able to filter by tags in the correspondence tab. I can see you can filter by method (e.g. email etc.) but not a tag or category.
You would also need to be able to add and remove tags in bulk, not one by one - e.g. tick items on the correspondence list and click ‘Edit Tags’ or similar.
You’d also need to be prompted to select a tag when adding correspondence.
Example use cases might be:
Consent
Automated (e.g. recalls)
Finance
GDPR
Diagnostic
Laboratory
Other
This is a fairly simple, 101 type tool in most SaaS file management systems.
Tags for correspondence
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