Multiple task for same person
David Konnight
Here is have SEVEN different task for the same customer! If I call him only one will go away and we get yelled at for having alot of task. Im not calling him 3 times
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Shelby Parker
Thanks for flagging this, David Konnight — totally hear you. Having a bunch of separate tasks for the same customer (and then getting dinged for it) is frustrating, especially if you only want to reach out once. To make sure we’re aiming at the right fix: when you complete one task (like a call), what should happen to the other tasks for that same customer — should they auto-complete, be dismissed, or roll up into a single remaining task? Also, are those tasks usually all the same action (e.g., multiple calls) or a mix of different actions you still need to do separately? And is the bigger issue the task count/clutter you’re getting judged on, or that the system is effectively pushing you to contact the customer multiple times?
David Konnight
Shelby Parker If its a customer that ive already been talking with. I would want all the tasks to be cleared. If I call or text that person and we have been talking I dont wanna send them an email and a video as well.