Notify users when another user is viewing and/or responding to a message from a customer
gathering votes
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Tiyana McCoy
So if the button was pressed and I go into a chat that my associate is already in or working on it will notify me so I don't step on toes and to avoid simultaneously responding
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Eric Reardon
Added to this, if someone if viewing the same customer file, it will state it at the top like "being viewed by XXX" so you can tell if someone else is in the same file too.
Shawn Goebel
updated the status to
gathering votes
Shawn Goebel
Tiyana McCoy Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
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Christopher Burke
This is a great idea! I would like to build on this and say it would be helpful to add a message stating who is in the chat when the "conversation" tab is opened.
Shelby Parker
Hiya Tiyana McCoy, thanks for this post! I have a few more questions for you:
- How should the notification be delivered to the associate (e.g., pop-up, email, etc.)?
- Is there a specific time frame within which the notification should be sent after the button is pressed?
- Should there be an option to override the notification if necessary, and if so, under what circumstances?
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Eric Reardon
Shelby Parker - I would say the same way the Phone Call box pops up at the top, it will show "XXX Sales Person/Manager is viewing the customer card too.
It should instant, right when there are two people viewing the same card it pops up on both screens, of the people viewing the card
I don't think it will need to be overridden, it just let's whoever is viewing the customer card know that someone else is in the same profile.