Conversations page - increased info
Another useful thought?
Just as an additional option, maybe when you add notes that have been discussed over the phone, you get the option to add them as conversation notes, rather than discussion notes, and get a an option to choose how you wanted to add these notes. So if you had a conversation with someone, choose to add notes, choose that this is a phone call note rather than a discussion note, add your notes, a phone icon should come up in the conversations section with the notes so everything is in sequence and you can see the full conversations, be it phone/fax/or email.
I know there are options in history but I'd like to see any changes/discussion notes/phone call notes/forwarded emails (with attachments
) all in sequence the conversations section rather than having to look on the history/notification history, to see if any of these things have been done.
This would increase the efficency of the support team as they would know immediately by looking at the screen where we were with the call. This saves checking the date and time on discussion notes, where this fits in within the email conversations, working out which is most recent, then checking that nothing extra that has been done in the notification history that is more up to date, this should all be on one screen so you know at a glance what stage the call is at and which is most recent,
Very, very useful me thinks ... but a pretty big change probably, what do others think, would this be good or am i talking rubbish?
Cheers
Rich
Just as an additional option, maybe when you add notes that have been discussed over the phone, you get the option to add them as conversation notes, rather than discussion notes, and get a an option to choose how you wanted to add these notes. So if you had a conversation with someone, choose to add notes, choose that this is a phone call note rather than a discussion note, add your notes, a phone icon should come up in the conversations section with the notes so everything is in sequence and you can see the full conversations, be it phone/fax/or email.
I know there are options in history but I'd like to see any changes/discussion notes/phone call notes/forwarded emails (with attachments
) all in sequence the conversations section rather than having to look on the history/notification history, to see if any of these things have been done.This would increase the efficency of the support team as they would know immediately by looking at the screen where we were with the call. This saves checking the date and time on discussion notes, where this fits in within the email conversations, working out which is most recent, then checking that nothing extra that has been done in the notification history that is more up to date, this should all be on one screen so you know at a glance what stage the call is at and which is most recent,
Very, very useful me thinks ... but a pretty big change probably, what do others think, would this be good or am i talking rubbish?
Cheers
Rich