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.
Drew Adler
Merged in a post:
Call note window
S
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
C
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
K
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
K
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.
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?
K
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
gathering votes
Drew Adler
Merged in a post:
Pin call note
K
Kristian Britt
Allow us to pin our call notes instead of having to copy/paste them into a regular note then pin it.
Drew Adler
Merged in a post:
Mentions from the call summary
D
Dennis Gonzalez
Can wee add mentions from the call summary screen?
Drew Adler
Dennis Gonzalez - thank you for the feedback! I am going to merge this post in to the overall project for revamping the Log Call flow.
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