Form of contact | Voters

Form of contact

Keith Wills

When a customer moves from 1 bucket to another, it makes sense that the number of contacts or efforts resets. The color green should remain on their preferred form of contact

Shelby Parker

Thanks for flagging this, Keith Wills — totally get the logic here. Just to make sure we’re tracking the right behavior: which “bucket” moves are you referring to, and in what cases are you seeing the contact/effort count reset today? Also, when you say “preferred form of contact,” which options do you mean (phone/text/email, etc.), and where exactly should the green indicator stay visible after the move? Lastly, should that preferred method remain green until someone changes the preference, or only within certain buckets/stages?