Last engaged and last attempt to show on customer card
gathering votes
C
Chelsie Cowart
It would help if the last engaged and last attempt would show on the customer card so we do not have to click out of the customer and see it in the workplan (if you have yours set to show it). It would just save time.
Michele McCoy
gathering votes
Thank you for your request! I’ll be moving this over to gather feedback from other users.
Shelby Parker
Hey Chelsie Cowart, thanks for your feedback! I have a few more questions for you:
- Can you clarify what specific information you would like to see in the 'last engaged' and 'last attempt' sections on the customer card?
- How frequently do you refer to this information during your workflow?
- In what way do you believe having this information directly on the customer card will improve your efficiency or effectiveness?