Change Agents into Clients
Janaya Fix - Product Management
Merged in a post:
Add the Ability to Convert Agents to Contacts and Use Them in Send Email
K
Kelly Lopez
Problem:
Currently, ISN does not have an easy option to convert an agent into a contact. A user would like the ability to quickly convert an existing agent into a contact so they can be used in other areas of ISN.
Example:
The user would like to go to the Send Email section, select or add an existing ISN contact, and send a customized email from there using the client’s name or contact information.
Suggestion:
Add an option to easily convert an agent into a contact or client within ISN. It would also be helpful to allow users to select ISN contacts directly from the Send Email section and send customizable emails using that contact’s information.
Product Management Team
Kelly Lopez - Thanks for sharing your thoughts with us. We value hearing from our customers, and your feedback will be included in our ongoing product discussions. We appreciate you being part of our community.