top | item 37799262

(no title)

ickyforce | 2 years ago

Looks interesting, I'll probably try it.

I think that the area where I'd love some tool to help me would be keeping track of phone calls - ideally even attaching recordings to a proper company, transcribing them and summarizing. It's easy to get back to an email because stored but in case of a phone call I need to make notes quickly.

When I keep track of things in a text file or spreadsheet it's easy to get an overview quickly - because it's all on a "single page". I can even grep for some key word. I don't think Rolepad UI helps here. The current the company list shows only name, position and stage. I would like to at least see some "comment" for each.

The last time I searched for a job I created labels in gmail for each position and created rules to automatically label incoming emails. It was very easy, just select an email -> "filter messages like these" -> label (set new to jobs/company-name) and done. While I could potentially use Rolepad to store notes about companies I doubt that I would forward emails there because I don't see potential benefits since Rolepad won't automatically update any entries on its own. Maybe if I it aggregated all communication channels? emails, phone calls, linkedin messages, etc

By the way - I use multiple email addresses (wildcard in my own domain) when contacting recruiters but the accounts have just one so the email forwarding won't work.

discuss

order

romanhn|2 years ago

Some fantastic food for thought here, thank you!

Definitely will acknowledge that searching the provided data has room for improvement. Re: emails, it actually does have some rudimentary capability to detect which opportunity the email should be assigned to, based on a few factors - this too will be improved in the future. One workflow I've thought about was adding save@rolepad.com to cc/bcc on your outgoing emails to avoid the extra step. I have also kicked around the idea of creating custom Rolepad email addresses to use on outgoing resumes so that all communication is automatically captured in the system. Felt a bit fanciful at the time, curious if there's interest.

The multiple addresses is a doozy, will need to noodle on this. I guess easiest would be manually associating multiple emails with your account. Or the whole custom address thing...