Add a "Preferred Contact Method" field.
L
LSelby
It would be great to have a drop down box in the agents' as well as the clients' profiles. With many people preferring not to take a phone all, not checking emails, etc etc, it would be a great time saver if we know the best most direct way to contact people. This is best kept within their profiles.
Dropdown options would be:
- -- (for nothing entered or no preference)
- Text/SMS
- Phone
- No Preference
ISN Product Management
Hiya LSelby, thanks for this post! I have a few more questions for you:
- How often do you anticipate the preferred contact method might change for users?
- Should the preferred contact method be visible to both agents and clients, or only to specific roles?
- Is there a need for notifications or reminders to update the preferred contact method periodically?
L
LSelby
ISN Product Management
Thanks so much for getting back to me!
- I doubt it would change often. I would think up creating a new agent or client profile, and then only if there is some update, which is infrequent.
- It would only be for admin/ISN user information. Unless there is an easy way for the client or agent to mark when they are starting an order on the online scheduler.
- I don't know if there would be a need for notifications/reminders, but that's a great idea! I would guess probably no more than yearly.
L
LSelby
Also, some agents have multiple contact preferences, for example, text & email or Phone & text, so not sure what the best type of field would be, drop down or check box type.