David,
I'll reply inline to your questions below.
> 1. After I click on the "Email a Contact" button, my list of contacts
> pops up. When I click on a contact name that has more than one email
> address, I'm not given the chance yet to select which email address to
> use. Is this by design? (Yes, I know that I can choose it later.)
This was a choice to make creation of the task quick and simple.
> 2. The title of the note is set to "Email person_name" by default, and
> we can edit that field. At the bottom of the screen is the "Notes"
> section.
>
> 3. However, regardless of what we type for the note title or into the
> Notes space, when we press that to do item, it always returns to the
> Edit page. Then we have to press the title again ("Email
> person_name"), then press which email address we want to use
> (surprisingly, even if the person has only one email address in their
> contact info!), then the email window pops up with the email addressed
> to that person.
That is a correct description of the workflow. Did you have a
suggestion of the way you'd like to see that happen?
> 4. Also, and to me this seems like a major shortcoming, the subject
> line and the body of the message are blank. It would make so much
> sense to have the Notes contents automatically placed in the body of
> the message. When we first write an email to do item, it may be days,
> weeks, or even months later than we need to send this email. At the
> time we first create this to do item, that's when we probably know
> what want to send. We would enter that info into the Notes section,
> and weeks later when we execute that to do item, those notes would be
> in the body of the email. Otherwise, we need to read our notes and
> type them in again into the email! Of course, in those days or weeks
> that have passed, we may need to modify the body of the text, but I
> think for the most part it would save time.
This again was a choice. Perhaps this could be added as an option,
but if you were to have a lot of notes in the body of a task that
wasn't relevant, you'd have to clear that out of the email before
sending it. We'll look into perhaps an option to allow you to include
the note text in the body of the email.
> 5. After the message has been sent, that to do item has been
> completed. However, the item still remains in our to do list. I have
> to manually delete it.
The task is left incomplete in case you were not able to get a hold of
the person or finish the email at the moment. When you return to
Todo, the task is presented so you can complete it if the operation
was successful.
Thanks for the input, let us know on some of the items above if you
have a suggested workflow you'd like to see.
-The Appigo Team
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