Notes template sorely needed

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How important is this enhancement to you?

It's a critical enhancement that I must have.
1
33%
It's an important enhancement but others are more critical.
1
33%
I'd like to have it but it's not that important.
1
33%
I'd never use this feature.
0
No votes
 
Total votes: 3

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AbleMods
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Notes template sorely needed

Post by AbleMods » Fri Feb 01, 2008 5:25 am

I always use the History and Notes feature to communicate with my customers. That gives me a concise, centralized record of all correspondence with them.

I could really use a History and Notes template feature. Something where I can create multiple messages and just fire one off by choosing from a list. The key is that it gets recorded in the Notes history of the order.

I can do this now with Email templates, but it doesn't record it to the Notes History. Plus, the email templates can/will contain HTML and won't probably render in the History and Notes window.
Joe Payne
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calvis
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Post by calvis » Fri Feb 01, 2008 8:41 am

Yes, canned messages for the notes area is greatly needed. I would be happy with a drop down list or with providing shortcuts like it is done in Xigla Absolute Live Support.

We find ourselves writing the same thing over and over to/about customers all the time in the notes section and canned messages would help the reps out.

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