After calling, show caller's name on Log Feedback screen of the mobile app
When you call someone from the app and end the call, the Log Feedback page shows to add notes to the caller's contact page.
The issue is that when juggling multiple calls at once, it difficult to determine which caller the Log feedback page relates to.
It would therefore help if the contact name could appear on the Log feedback screen automatically after the call, to be sure who it relates to.
Dave Hannon
shared this idea
Hi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature:https://boxdice.zendesk.com/hc/en-us/articles/10327517501455-Agent-App-v3-2-30
-
[Deleted User]
commented
It would also be helpful if the caller ID was visible when the client called so I can answer with "Hello "Client Name".
-
Kylie Neal
commented
As an avid user of the Agent App I would like to be prompted to make a phone note at the conclusion of a phone call made to a Vendor using the phone link on the Listing screen of the app so that I don't forget to make a note, and so it is consistent with other areas of the agent app like:
• calling a Buyer from a buyer list in the Properties tab, or
• calling any contact from their detail screen when in the Contacts tabRaised on behalf of Pil, ticket 125365.
-
Peter Walkden
commented
As phone calls made via that App automatically prompt a Note to be added after the call has ended, it would be great if this could be automatically tracked on the dashboard or as part of any other KPI reporting.
Also, despite showing as 'phone notes' under the buyer activity, they do not register when using the 'Last Phone Note/Completed' filter in the contacts search screen.