AGENTS CALL NOTES

[jacknab]

hello,

I would like through out a request to see about doing some modification for agents to create calls notes at the end of the call, that would be saved to the customer record but could not be edited or deleted from agents on future calls.

* On the disposition screen I think there should be an input box for the agents to make his/her notes.

* When the agent receives the call/caller and the account populates on the screen right below the fields with the customers data should post all previous notes, prob be best if it showed the data/time agent spoke with as a link that you would click to expand/open the actual call notes.

* Even if the agent didn't create any call notes for his/her call it should still post a record in the notes area so there is a record of who the customer spoke with last and when.

[mflorell]

It is a good idea and it has been suggested before, but no one has contributed acceptable code or offered to sponsor this feature so it hasn't really gone anywhere at this point.

[williamconley]

Probably better to simply make a log note of the contents of the "comments" field after each call.

Copy to a log table (which could be added to a new tab or just below commants as a "read only" scrollable view) and each time an agent interacts with a client, if they make changes to the comments (or even if they don't) a new record is created in the comments log with the date/userid for each contact.

This would then need to be added as a scroll box also to the bottom of the "lead lookup" interface to be useful for managers.