Move or Collapse the Click to Call Pop-Up | Voters

Move or Collapse the Click to Call Pop-Up

gathering votes

Jonathan Schultz

Currently, when a user attempts a Click-to-Call in DriveCentric, the Log Call box appears after the user completes the call, either by the user or customer ending the call on their phone or by the user ending the call manually in the CRM by clicking “End Call.”
The proposed update to this flow would move the “Log Call” box to a location in which the user would still have access to the Customer Card and simultaneously be able to Log the Call with Call Notes during the call by accessing the “Log Call” modal through a new means of interaction with the modal during the call itself, rather than just post-call.
Additionally, the user would be able to utilize the Mention function within the Log Call Notes.

Alex Weidenbenner

Merged in a post:

let us make notes in drive while on the phone using click to call.

David Christianer

please allow us to make notes while we are on the phone using click to call. at this time you cant which makes us have to write on paper and then transcribe notes into drive, which is redundant and takes up our time

Shelby Parker

Thank you for posting, David Christianer! I have a few more questions for you:

What specific features or functionalities would you like to see in the note-taking capability while using click to call?
How often do you use the click to call feature, and how frequently do you find the need to take notes during these calls?
Are there any specific challenges or pain points you face with the current process of taking notes on paper and transcribing them later?

Drew Adler

Merged in a post:

Call note window

Samantha Bromilow

Remove the additional window that pops up when adding call notes. Not able to access vehicle information while I'm adding notes. Also is not useful when you accidently click out of it and all of your notes are gone.

Drew Adler

Merged in a post:

Notes During the Call

Christopher Poliquin

Instead of needing to wait until the call ends to enter your Call Notes in the Call Summary window, can the Call Summary window be available as soon as the call is made allowing us the ability to enter our call notes while in conversation with the customer?

Shawn Goebel

Merged in a post:

Make call log box moveable

Kristi Malone

The call screens log box is fixed in place but I would like to be able to move the screen so I can still use other features on the customers account. Instead I'm having to open a second DriveCentric to load the customers account on another page. If I'm notating a call but I need to look at something before finishing I'm unable to on the same screen.

Drew Adler

Merged in a post:

Make call log box moveable

Kristi Malone

Shelby Parker

Great to hear your perspective, Kristi Malone! I have a few more questions for you:

Can you provide more details on the other features you need to use while notating a call?
How often do you find yourself needing to open a second DriveCentric to load the customer's account?
Are there specific pieces of information you typically need to look at before finishing notating a call?

Shelby Parker

Hiya Kristi Malone, thanks for this post! I have a few more questions for you:

Can you provide more details on the other features you need to use while notating a call?
How often do you find yourself needing to open a second DriveCentric to load the customer's account?
Are there specific pieces of information you typically need to look at before finishing notating a call?

Kristi Malone

Shelby Parker If it could be made as like a pop up screen that you can move out of the way would be great. There are numerous times that I need to see things behind the call screen that I need to pull it up on another page. I may need to click the trade in to remember what trade they had or look at the vehicle details to make my notes. Or reference something in the current notes while I notate my call.

Shawn Goebel

marked this post as

gathering votes

Drew Adler

Merged in a post:

Pin call note

Kristian Britt

Allow us to pin our call notes instead of having to copy/paste them into a regular note then pin it.

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