Add the ability to click between Customers from the Completed Tasks Modules (Phone, Text, Email, Video and Reminder)
gathering votes
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Gabrielle Adkins
Please add back the arrow under sent messages tab. I like to go through my customers at the end of each day and update their respective files accordingly. With the new update, I have to click out of each file and click into the next rather than quickly moving to the next by clicking the arrow.
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Dana Heideman
YESSS! Love the 'arrow' feature to quickly go thru your customers! I like to do a 'blitz' call before I leave for the day, and arrowing thru is so much quicker!
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Gabrielle Adkins
Dana Heideman Yes! Makes things so much simpler!
Shawn Goebel
gathering votes
Shawn Goebel
Gabrielle Adkins Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you and have a great day!
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Gabrielle Adkins
Shawn Goebel Shelby Parker any updates on this request?
Shelby Parker
Hello Gabrielle Adkins! I have a few more questions for you:
- Can you describe how the arrow feature was used in your daily workflow before it was removed?
- Are there specific tasks or actions you perform after moving to the next customer file using the arrow?
- How does the absence of the arrow impact your efficiency or productivity when managing customer files?
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Gabrielle Adkins
Shelby Parker We have a third party source that we use (Automotive Mastermind) which requires daily updates of each touchpoint. Instead of going one by one on the file as I complete them, I wait until the end of the day and click through them from my sent messages and update them that way. I find this to be much easier for myself personally and it takes a fraction of the time. The absence of the arrow is very frustrating as I have to click out of each file and click into a new one rather than just clicking the arrow to move to the next.