Customer Card 2.0
under review
Shawn Goebel
K
Kevin Dean
When will this project be moved to planned?
K
Kevin Dean
Any ETA?
K
Kevin Dean
Does anyone monitor this thread containing the most voted on improvement?
Drew Adler
Kevin Dean: Hey Kevin - we certainly do! This thread is being used as a collection of requests for an eventual Customer Card rewrite which does not have a planned estimated start date at this time. Once we kick off the project, we will then decouple the requests from this thread that did not get added to the rewrite so that they can function as standalone requests. Which was the one you were hoping to see the most in the new Customer Card? Feel free to list a few!
Drew Adler
under review
Shawn Goebel
Merged in a post:
Add Activity Count to Best Contact Method
R
Richard Wade
In the screen next to the profile that says best method. It should show when the deal was created, how many phone calls, texts, and emails have been attempted, and then the last attempt was made.
Shawn Goebel
Merged in a post:
Last Contact Date on Customer Card
M
Matt Hartnett
At the top it would be great if it gave us a last contacted date, and when you click it it jumps to the last time they responded / the phone call you spoke to them during, etc. Would help a lot with quickly remembering where things ended to try and reengage.
Shawn Goebel
Merged in a post:
Garage Scroll
E
Emily Knope
It'd be useful to be able to scroll through the garage. Especially for businesses that have a million vehicles.
Shawn Goebel
Merged in a post:
Appointment Customer Card
S
Scott Teigland
Is there a way to add a future appointment into the top of the customer card? EX: Lead comes in on Wednesday and schedules appointment for Friday. On the customer tab next to APPT show it as APPT(1). Then that could be a clickable link that would show when the appointment is?
Shawn Goebel
Scott Teigland Thank you for the feature request! I am going to merge this in with the request for Customer Card 2.0 so we can review your request when we re-visit the customer card! Thank you again!
Shawn Goebel
Matt Hartnett Thank you for the suggestion! Just a quick question, where would you want to see this information? On the Customer Card or in the stage the customer is at in the Pipeline?
M
Matt Hartnett
Shawn Goebel: Thank you for replying! I've attached a screenshot I drew on to give you an example of where it could go!
Shawn Goebel
Matt Hartnett: Okay cool, that makes sense. Thank you again for the feedback. On this one, I would suggest scrolling down on the Activity Timeline of the customer to see the most recent contact. That's the main reason we make the most recent contact or action at the top always on the Activity Timeline . I'd like to put this one Under Review and get with my team on it. Thanks Matt
M
Matt Hartnett
Shawn Goebel: Perhaps I am missing something then, because I have never seen the Activity timeline do anything except give us chronological order of events from newest to oldest, with the Communications being the reverse and more refined. My suggestion is to give us an immediate date to see at the top so we can better plan our approach, and to have it snap to the actual last contact, which the current only way to do is scroll. That can be a lot of scrolling in some cases haha. Thanks!