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.
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.