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Hi,

I have a number of questions around Emails:

1- Has there been any thought put into emails being able to open in a separate window like in Outlook?  My colleagues have received emails with images inside where they have had to scroll left to right to be able to see the whole image which they are finding rather annoying and have asked if this is something that can be done.

2 - Scrolling - I don't find it very easy sometimes to scroll back through emails.  I can get to the bottom of list that's displayed on screen and then it can take a little while for the scroll button to move and allow me to scroll down further.  It can then sometimes jump a number of days and it's not very easy.

3 - New Contact - This is a nice new feature but my colleagues are finding it a little annoying that it doesn't copy any of the information (such as email address) when creating it from an email (e.g new external supplier).  I'd be interested in your views to this please.

Thanks

Tina

 

 

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Hi @Tina.Lapere,

Answering to your questions... 

1. There is an option to open the email in a full window. Hover over the email and click on the icon as in the picture

image.png

2. I understand what you mean with scrolling, but technically, in a web page this is much more efficient because it can't load all the emails. So it loads a number of these and when you scroll, it loads more.

We are looking in to adding better filtering and that could improve the experience.

3. This is when raising a new request, right? I'm checking this with the Service Manger team. Will come back to you when have some answers.

Thanks,

Daniel

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Thanks @Tina.Lapere,

The Service Manager have raised a change for copying the details when creating a new contact.

We'll keep you updated when this change is done.

Thanks,

Daniel

 

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Hi @Tina.Lapere Just an update to let you know that the email address is now passed into the email field when creating a new contact from the Search Customer progressive capture form when logging a new request.  This will be available in the next Service Manager update due in the next couple of weeks

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Hi@Steven Boardman,

That sounds like a move in the right direction.  Are there any plans on being able to see the other bits of information at all?  It's difficult to see the rest of the information (job title, telephone no etc) once your into the call logging process.

Thanks

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Hi @Tina.Lapere

Once you have added a new contact in PC, you can view their attributes in the righthandside for the rest of the logging process.

image.png

You can choose which attributes to show in this PC config under the customer search form you can add the attributes you need.

image.png

So as you progress through the logging process this info will remain and you can click on the righthandside to reveal the info when your further through the process if needed:

image.png

Let me know if you were referring to something else?

Thanks

Steve

 

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@Steven Boardman - It's really the step before this what we are struggling with.

So an email comes in from a new external contact and you click Raise Request, the screen changes to the Create New Request (and you can no longer see the email) and when you click 'New Contact' another window opens over the top and that's where you need to enter the contact details.  Once the email address goes in that will help but it's annoying that you can no longer see the details from within the email.

Maybe it would be better if we could create a new contact from within the actual Email?

New Contacts.docx

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