So this one is a severe head-scratcher that’s proving far more tough to resolve than at first look.
I’ve a Shopper that runs a small enterprise. They’re a husband and spouse group and use Gmail with the Gmelius add-on to run their enterprise. Each the husband and spouse use the similar e-mail account by way of Gmail. The husband takes care of gross sales and the spouse organizes the service for the Buyer as soon as a sale has been made. They use the identical e-mail tackle for all of this and so they reply all e-mails because the spouse (even the gross sales ones written by the husband) in an effort to preserve every little thing easy.
The husband needs to have the ability to search Gmail for all e-mails solely he must reply to (pre-sales) so he can sort out simply these with out seeing any of the e-mails the spouse has to answer to (post-sales). The spouse would really like to have the ability to do the identical with the e-mails solely she has to attend.
Right here is the issue I’m having trying to resolve this for them. As a result of they use Gmelius which relies on conversations, the dialog in Gmail should stay the identical when the husband passes it on to the spouse (e.g. after a Buyer is closed). So this is a crucial constraint. The primary, most evident, and “intuitive” answer I tried for them was to easily use Labels whereby when a brand new inquiry is available in from their web site server, a Gmail filter provides the “Husband” Label which the Husband doesn’t take away from the dialog till the Buyer is closed, with the thought being that the Husband can sort out all his e-mails by merely looking for
in:inbox label:Husband and the spouse can sort out all her e-mails by merely looking for
Easy sufficient, proper? Incorrect! That does NOT work as a result of Gmail assigns Labels per message, not per dialog. So when the primary inquiry is available in from the server which will get filtered with the “Husband” label routinely added to it, it is solely that first message that really will get the “Husband” label. Each subsequent message between the Husband and the Buyer in that very same dialog does not even have the “Husband” label (despite the fact that the dialog nonetheless misleadingly reveals the “Husband label on the prime), and due to this fact when the Husband searches for “in:inbox label:Husband”, new e-mail replies from Prospects whose authentic inquiry had the “Husband” label do NOT present up underneath his search. It took me ages and loads of pulled hairs for me to determine this out!
I then thought of altering the topic whereby the Husband’s e-mails have “[Inquiry]” on the finish and when he passes it on to the spouse he merely modifications that a part of the topic to “[Booked]” and so they every seek for topics with both “inquiry” (husband) or “booked” (spouse), however that does not clear up their downside as a result of altering the topic creates a brand new dialog, so the spouse loses all of the Gmelius Notes the husband had created within the authentic pre-sales dialog. So altering the topic appears to be out.
Subsequent, I attempted utilizing Stars as a substitute of Labels (yellow-starred e-mails for the husband, unstarred e-mails for the spouse), hoping that Stars are utilized per dialog (not like Labels). Nonetheless, trial and error proved that Stars are additionally added per message, sadly. So stars additionally appear to be out.
Lastly, this workaround to the per-message Label subject is not possible as a result of it must be accomplished continually each single time a pre-sales Buyer replies.
Thus, I’m caught and can’t for the lifetime of me determine the best way to arrange their Gmail in a approach that they’ll every do a (bookmarked) seek for all of the e-mails every of them is liable for (pre-sales for the husband, post-sales for the spouse, no mixing or intersecting) contemplating:
- they each use the similar e-mail tackle,
- each pre-sales and post-sales e-mails have to be a part of the similar dialog in order that the spouse has all of the Gmelius notes and e-mail historical past of the Prospects, and
- Labels are utilized per message and never per dialog.
Certainly there needs to be a approach to resolve this throughout the constraints above, however I am working out of hair!
How can I clear up this?
UPDATE TO CLARIFY
If a brand new e mail inquiry from the server will get assigned a “Husband” label by a Gmail filter (filter: if new e mail from server, assign “Husband” label), however subsequent replies from the husband and from Prospects in that similar dialog began by the server do not get assigned any label as a result of there is no such thing as a filter for his or her e mail tackle and filters cannot be created based mostly on labels, then new replies in that dialog will NOT present up when looking for
in:inbox label:Husband as a result of the brand new replies from the Prospects wouldn’t have the “Husband” label assigned regardless of the dialog they’re in displaying the “Husband” label as a result of first message (e mail inquiry from server) having the “Husband” label. So, contemplating all of that, how can this downside be resolved routinely in order that the husband (and spouse) can see all his new emails and solely his new emails with one easy search contemplating labels are utilized per message (not per dialog) and there does not appear to be a approach to differentiate/filter between replies to the husband and replies to the spouse since they’re utilizing the similar e-mail tackle?