New Customer Contact Card - Best Contact Method
complete
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Stephanie Bates
Please bring back the best contact method. Or a way to support calls with messages. I no longer know if a customer responds better with calls or emails/texts.
Michele McCoy
complete
You asked and we answered! We're thrilled to announce that the Best Contact Method has been brought back to the Customer Contact Card. See this along with the additional updates to the Contact Card here -> https://drivecentric.canny.io/changelog/big-update-to-the-customer-contact-card
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Caitlyn Wetherald
Michele McCoy Can we get an update that stops showing text as the best contact method if the customer opted out?
Drew Adler
Merged in a post:
Preferred Contact Method Icon at Top of Customer Card
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Michael Johnson
It would be nice to see an icon or indicator at the top of each customer card that signifies which contact method the customer responds to best based on historical communication. For example... if the customer responds most frequently to email over SMS... it would be nice to see an icon at the top of the card that I can refer to when I'm selecting a communication method. It could save a lot of time for me personally.
Drew Adler
in progress
Best Contact Method is going to be reintroduced to the Contact Card in Q1 2025!
Michele McCoy
Merged in a post:
Contact Method Preference on Customer Contact Card
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William Seibert
On the desktop of a customer page, on the left of the customers name, we used to be able to tap on the green block and it would show the three circles showing how best to contact the customer (Text, call, email) Now it just shows other information. Is there a way to get the contact preferences back?
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Sam De La Vega
bring it back
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Kenny Rogers Urbina
Agree
Jonathan Schultz
planned
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Brandi Villegas
I sold one of our sister stores on this feature a few months ago. They signed up and it's gone. It was a FANTASTIC feature of the customer card. PLEASE bring it back!
Jonathan Schultz
Brandi Villegas: your wish is granted 👍 we hope to have this back on the contact card soon!
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Brandi Villegas
Jonathan Schultz Yay!
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Bill Colarusso
Agreed. Also, we would benefit greatly / save time / know how best to get customer engagement by being able to sort all previous customer replies, inbound calls, outbound connected calls, and emails that the customer opened.
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Chelsie Cowart
It is still there on the customer card. It shows the rings.
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Bill Colarusso
Chelsie Cowart: Where's that?
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Chelsie Cowart
Bill Colarusso
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Bill Colarusso
Chelsie Cowart: This no longer appears in my Drive Centric view. Are you saying that it still exists? If so, where is it? If not, please bring it back. More important, let's have the ability to sort all actual contacted and replied communications in one sort.
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Chelsie Cowart
Bill Colarusso Sir, I don't work for DriveCentric. I just saw your feature request and was trying to help you out by showing you that it shows for our store.... your settings may be different or something. I suggest chatting in. It shows when you click on the customer card that pulls up on the left of the customer profile.
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