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Re: Request

From: Alexi Touloumis
Date: Tuesday, January 18, 2000
Time: 1:33:43 pm


>Alexi wrote:
> >I'm not sure what the rest of you think, but the tech support screen is
> >quite nice, and makes it easy to look up client issues.
> >I'm wondering if it's possible to do something similar with the call
> >activity, as we log all customer contact there (if it is not support
> >related). I've had multiple requests from people in-house for the call
> >activity to be a bit more like the tech support interface. We log billing
> >issues, questions, sales calls (for additional services, etc.) just to name
> >a few, and it seems that it would make much sense to give a facelift to the
> >call activity.
> >It would be nice if all activities are then logged here, instead of the
> >notes. We get so much stuff added to the notes it gets difficult to scroll
> >through it all sometimes. Just how the tech support has classification,
> >the call activity should too (billing, sales, etc. is what we'd use). We
> >could also tag a customer for a callback (as in the tech support), but it
> >would have the sales group get the popup screen instead, or whoever we
> >choose in the preferences. You could also put in a quote screen so that we
> >could have the ability to send quotes to current customers (I know this has
> >been asked for many times), which is something that I'm sure most people
> >have to do often (ourselves included).
> >If anyone agrees with this and feels it would help in general call
> >tracking, sales questions, billing inquiries, make it known...I have a
> >feeling I may have an uphill battle on this one. ;)
>
>Well, it's not a bad idea... in fact, I've sort of been tossing around in
>my head everything you mentioned. The main problem I see though is just
>a lack of space to put it. The "normal" call activity section is already
>small enough with single line displays.
>For what you are talking about, it would need to be expanded vertically
>to 3 lines per call, which would end up showing like 1 MAYBE 2 call
>activities on the screen without scrolling...

I was thinking about that myself, and knew you would bring it up. I
thought about a couple of options. One being when you click on tech
support (which could be renamed to "Activity" or similar) it brings up a
screen which lets you choose tech support or call activity.

Another option would be to expand the call activity section on the customer
info screen, and have a "more" or "miscellaneous" button to where all that
miscellaneous info could be listed.

A third option would be to reduce the call activity section to just a
button, which when chosen would open a separate screen. That way you would
open up the customer info screen and have a bit of room for future use, and
you won't be so space limited on the call activity screen either.

Let me know if any of these are options you'd consider.

Alexi

JASKE.COM - Innovative I/Net
Home Page: http://www.jaske.com
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Messages In This Thread:

    • Re: Request by Warren D. Calhoun on Jun 25, 1998 at 10:17:28 am
    • Re: Request by Shawn Hogan on Jun 25, 1998 at 10:44:11 am
    • Re: Request by Alexi Touloumis on Jun 25, 1998 at 4:43:59 pm
  • Request by Grant Deason on Oct 15, 1998 at 4:55:26 pm
    • Re: Request by Shawn Hogan on Oct 15, 1998 at 5:53:41 pm
  • Request by Grant Deason on Oct 21, 1998 at 10:58:15 am
    • Re: Request by Shawn Hogan on Oct 21, 1998 at 11:10:51 am
    • Re: Request by Grant Deason on Oct 21, 1998 at 11:31:32 am
    • Re: Request by Shawn Hogan on Oct 21, 1998 at 11:39:58 am
    • Re: Request by Grant Deason on Oct 21, 1998 at 12:01:58 pm
    • Re: Request by Shawn Hogan on Oct 21, 1998 at 12:20:41 pm
  • Request by Grant Deason on Nov 20, 1998 at 10:11:08 am
    • Re: Request by Shawn Hogan on Nov 20, 1998 at 10:41:15 am
  • Request by Russel on Dec 4, 1998 at 4:40:31 pm
    • Re: Request by Shawn Hogan on Dec 4, 1998 at 5:34:24 pm
    • Re: Request by Shawn Hogan on Dec 7, 1998 at 5:27:50 pm
  • Request by Todd Reese on Dec 23, 1998 at 7:14:24 am
    • Re: Request by Shawn Hogan on Dec 23, 1998 at 10:26:38 am
  • Request by David W Stallings on Jan 20, 1999 at 9:06:56 am
    • Re: Request by Alexi Touloumis on Jan 20, 1999 at 9:07:06 am
    • Re: Request by Shawn Hogan on Jan 20, 1999 at 9:14:34 am
  • Request by Mark V. Busnelli on Feb 13, 1999 at 4:30:21 pm
    • Re: Request by Shawn Hogan on Feb 13, 1999 at 5:02:00 pm
    • Re: Request by Mark V. Busnelli on Feb 13, 1999 at 7:34:40 pm
    • Re: Request by Shawn Hogan on Feb 14, 1999 at 1:52:34 am
  • Request by Todd Reese on Feb 17, 1999 at 7:26:12 am
    • Re: Request by Shawn Hogan on Feb 17, 1999 at 9:19:12 am
    • Re: Request by Todd Reese on Feb 17, 1999 at 11:03:48 am
    • Re: Request by Shawn Hogan on Feb 17, 1999 at 11:10:59 am
  • Request by Todd Reese on Apr 23, 1999 at 1:03:19 pm
    • Re: Request by Shawn Hogan on Apr 23, 1999 at 1:34:46 pm
  • Request by Michael Oas on Jul 30, 1999 at 7:06:39 am
    • Re: Request by Shawn Hogan on Jul 30, 1999 at 9:59:15 am
    • Re: Request by Michael Oas on Aug 2, 1999 at 1:50:12 pm
  • Request by Andy Brown on Oct 19, 1999 at 4:13:42 am
    • Re: Request by Shawn Hogan on Oct 19, 1999 at 11:44:31 am
  • Request by Alexi Touloumis on Jan 18, 2000 at 12:33:58 pm
    • Re: Request by Shawn Hogan on Jan 18, 2000 at 12:45:22 pm
    • Re: Request by Alexi Touloumis on Jan 18, 2000 at 1:33:43 pm
    • Re: Request by Matt Chambers on Jan 18, 2000 at 2:14:50 pm
    • Re: Request by Shawn Hogan on Jan 18, 2000 at 2:24:57 pm
    • Re: Request by Alexi Touloumis on Jan 18, 2000 at 3:16:48 pm
    • Re: Request by Shawn Hogan on Jan 18, 2000 at 3:27:06 pm
  • Request by Henry Smith Jr. on Jan 18, 2000 at 10:32:54 pm
    • Re: Request by Shawn Hogan on Jan 18, 2000 at 10:50:36 pm
  • Request by Internet Account on Jan 26, 2000 at 6:37:23 pm
    • Re: Request by Shawn Hogan on Jan 26, 2000 at 7:09:37 pm
  • Request by Scott Black on Feb 15, 2000 at 2:08:18 pm
    • Re: Request by Shawn Hogan on Feb 15, 2000 at 2:18:08 pm
  • Request by Henry Smith Jr. on Jul 21, 2000 at 5:47:37 pm
    • Re: Request by Shawn Hogan on Jul 21, 2000 at 5:54:46 pm
  • Request by Svein Air-net on Sep 10, 2000 at 9:49:37 am
    • Re: Request by Shawn Hogan on Sep 10, 2000 at 9:51:40 am
  • request by James \"BUBBA\" Carter on Jan 22, 2001 at 4:31:20 pm
    • Re: request by Shawn Hogan on Jan 22, 2001 at 5:50:37 pm
  • request by mbailey@journey.net on Aug 3, 2001 at 8:56:41 am
    • Re: request by Shawn Hogan on Aug 3, 2001 at 12:14:37 pm
    • Re: request by mbailey@journey.net on Aug 3, 2001 at 12:19:58 pm
    • Re: request by Shawn Hogan on Aug 3, 2001 at 12:26:55 pm
  • Request by Michael J. Colvin on Aug 3, 2001 at 1:04:04 pm
    • Re: Request by Shawn Hogan on Aug 3, 2001 at 2:08:43 pm
  • Request by Tony D. Koehn on Jan 17, 2002 at 7:01:42 pm
    • Re: Request by Shawn Hogan on Jan 17, 2002 at 11:23:37 pm
  • Request by mbailey@journey.net on Feb 2, 2002 at 3:22:58 pm
    • Re: Request by Shawn Hogan on Feb 6, 2002 at 8:26:00 pm
  • Request by Tony D. Koehn on Mar 6, 2002 at 6:34:30 pm
    • Re: Request by Shawn Hogan on Mar 7, 2002 at 12:11:30 am
  • Request by Michael Baird on Mar 28, 2002 at 12:14:08 pm
    • Re: Request by Shawn Hogan on Mar 28, 2002 at 12:52:05 pm
    • Re: Request by Michael Baird on Mar 28, 2002 at 1:03:04 pm
    • Re: Request by Shawn Hogan on Mar 28, 2002 at 1:13:47 pm
  • Request by Michael J. Colvin on Mar 28, 2002 at 3:08:51 pm
    • Re: Request by Shawn Hogan on Mar 28, 2002 at 4:33:29 pm
    • Re: Request by Michael J. Colvin on Mar 28, 2002 at 5:10:00 pm
  • Request by Michael J. Colvin on Mar 28, 2002 at 9:15:38 pm
    • Re: Request by Shawn Hogan on Mar 28, 2002 at 11:35:37 pm
  • Request by Tony D. Koehn on Apr 4, 2002 at 2:35:32 pm
    • Re: Request by Shawn Hogan on Apr 7, 2002 at 9:25:16 pm
    • Re: Request by Shawn Hogan on Apr 7, 2002 at 9:27:31 pm
  • Request by John Verreault on Jun 19, 2002 at 12:38:19 am
  • Request by Ray Hatch on Jun 19, 2002 at 8:54:50 am
    • Re: Request by Shawn Hogan on Jun 19, 2002 at 9:18:01 am
    • Re: Request by Shawn Hogan on Jun 19, 2002 at 9:25:36 am
    • Re: Request by John Verreault on Jun 19, 2002 at 10:42:31 am
    • Re: Request by Shawn Hogan on Jun 19, 2002 at 11:10:49 am
    • Re: Request by John Verreault on Jun 19, 2002 at 12:16:03 pm
  • Request by Michael J. Colvin on Jul 30, 2002 at 7:56:21 pm
  • Request by Michael J. Colvin on Aug 1, 2002 at 9:47:06 pm
    • Re: Request by Shawn Hogan on Aug 15, 2002 at 12:10:59 pm
    • Re: Request by Michael J. Colvin on Aug 15, 2002 at 1:47:19 pm
    • Re: Request by Shawn Hogan, Dude on Aug 15, 2002 at 2:20:25 pm
    • Re: Request by Michael J. Colvin on Aug 15, 2002 at 2:24:02 pm
    • Re: Request by Shawn Hogan on Aug 15, 2002 at 2:30:03 pm
    • Re: Request by Michael J. Colvin on Aug 19, 2002 at 7:21:58 pm
    • Re: Request by Shawn Hogan on Aug 19, 2002 at 11:21:06 pm
  • Request by Michael J. Colvin on Sep 9, 2002 at 2:12:15 pm
    • Re: Request by Shawn Hogan on Sep 10, 2002 at 11:25:27 pm
    • Re: Request by Michael J. Colvin on Sep 11, 2002 at 12:04:13 am
    • Re: Request by Shawn Hogan on Sep 11, 2002 at 12:25:24 am
    • Re: Request by Michael J. Colvin on Sep 11, 2002 at 12:43:39 am
    • Re: Request by Shawn Hogan on Sep 11, 2002 at 12:59:22 am
  • Request by Michael J. Colvin on Mar 11, 2003 at 1:31:39 pm
    • Re: Request by Shawn Hogan on Mar 24, 2003 at 1:35:34 pm
    • Re: Request by Michael J. Colvin on Mar 24, 2003 at 2:02:59 pm
    • Re: Request by Justin Ainsworth \(isp-lists\) on Mar 24, 2003 at 2:05:22 pm
    • Re: Request by Justin Ainsworth \(isp-lists\) on Mar 24, 2003 at 2:20:36 pm
    • Re: Request by Shawn Hogan on Mar 24, 2003 at 2:59:23 pm
  • Request by Victor Garcia on May 3, 2003 at 7:06:55 pm
    • Re: Request by VICTOR GARCIA on May 3, 2003 at 10:36:06 pm
  • request by Patti Jones on Aug 14, 2003 at 6:44:09 am
    • Re: request by Shawn Hogan on Aug 14, 2003 at 11:12:19 am


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