Please, the ability to set recurring tasks.
K
Kurt Nystuen
Automatically rescheduling at the time I set the original task for. A little menu with the 6 working days as check boxes if you wanna get crazy. A little checkbox that says "Make it recurring?" would make customer follow-up a lot easier. Very helpful for my customers in service and also sales :)
Shelby Parker
Hiya Kurt Nystuen, thanks for this post! I have a few more questions for you:
- How frequently do you envision needing to set recurring tasks (e.g., daily, weekly, monthly)?
- Are there specific types of tasks or follow-ups that you would prioritize for this feature?
- Would you need any notifications or reminders for these recurring tasks, and if so, how would you like to receive them?
K
Kurt Nystuen
Shelby Parker Hi :)
- Almost every day I have a customer where a recurring reminder would help me keep in touch with them (after the default 7 days of auto-set tasks).
- Prioritized tasks include but aren't limited to:
-Customer has a vehicle I've sold them in service
-Customer needs continued follow-up for a refund
-Customer has ordered a part/service/accessory and wants me to follow up with tracking info
-Customer is a "waiter" meaning they are in no rush and looking for a specific car.
-Deal is out of state and will likely need constant follow-up
- No reminders necessary, I would prefer if they pop up in the workplan. If you wanted to add a notification feature it would be nice to see it pop up under the bell :)
Not only would this aid in customer follow-up, it will also contribute to Walser's goal of generating return business. Good follow-up=happy people who are likely to buy again.
Thanks Shelby!
C
Chris Demetriades
How is the ongoing investigating set up? Good question