Standard CSR Job Tracker Notes- Drop down Menu
H
Heidi Ciaramella
I requested this years ago but wanted to mention it again. CSRs are constantly typing the same info. in job trackers. As a workaround I created some keyboard shortcuts with pre-defined text so I can save time and speed up the process. But it would be nice if we had a drop down of options to select so all CSRs would be uniform in the language used with the job tracker. For Example:
Standard CSR Job Tracker Notes:
-Confirm PO received.
-Need Order Confirmation.
-Need proof.
-Proof sent to client. Need proof approval.
-Proof approved. Need ship date.
-Ship Date:
-Need tracking.
-Need shipping/freight amount.
-Pre-payment request sent to Accounting...confirm payment was sent out.
taylor perodeau
This would be AMAZING! I actually purchased shortkeys for this reason.
Jessica Lavoy
Merged in a post:
Job Tracker Template
G
Glory Castello
S
Sara Hurtgen
This is a great idea!