(please bear with me I'm very new to Community)It would be very helpful to be able to add tags to a new customer account when creating them the first time they call instead of going back and adding it in later. Is there a way we can get this feature ...
We're having an issue with outbound calling. Our desk phones have extensions, those extensions are programmed into the employee profiles, and it's not calling the extension. Any ideas?
Wouldn't it be nice to be asked when taking a call from a customer that already has a job booked.... Do you want to tag this call to a job? Then even if the customer has multiple jobs with us I can choose which job I want just like i can in the aband...
Every month, LadyTitans (a Women's Empowerment group), gets the pleasure of bringing out the women and allies of the trades come and speak about leadership, business operations, mindset and so much more! In last month's meeting, we dove deep with Ren...
Anyone else think some sort of autosave function is valid with call taking / call bubbles? As it stands now, if a job booking in process has to be transferred to another employee, and that second employee takes over the call bubble, all of the inform...
I would really like to see ST classify the call when rescheduling the appointment time. Currently, unless you add a note on the account somewhere, the bubble will not close when rescheduling an appointment. This can be a bit tedious when fielding hun...
I've noticed recently a handful of our inbound calls are not populating. I confirmed with a few of these calls that they are not showing up in the call bubble and you can't find the call to listen to it if you search for it after it is complete. It's...
What are your best practices for what your CSRs do when they are not on the phones? Thanks so much for your thoughts!
