Consolidated Send Message History
We are new to Odoo but are struggling to make sense of message history.
To communicate with a prospect in our pipeline we must first create a Contact. Then we can send messages to the prospect at any point within the Pipeline.
But if we also communicate with the contact from the Contact record - the message histories are not merged and it seems very difficult to get a complete picture of all the comms that have happened with that customer.
This also seems to happen with other record types. Send a message to the customer while looking at her quote , invoice, sale, subscription, or opportunities and that exchange isn't easily available to another employee that might be looking up the customer contact for a followup.
If a customer phones in and we open the contact - the message histories seem well hidden. The tabs show how many opportunities, sales, and subscriptions we have on file, but there is no indication if messaging has occurred without clicking in to examine each record.
I'm sure we've missed something obvious and we could really use some clarity here. Many thanks!