Hi ish users, I have submitted the below improvement request to ish. Does anyone have any views on this?
To avoid double handling and so the sales & service team can efficiently and effectively see all notes in one place when assisting a customer it would be super awesome if the application notes appeared on the contact notes as they are added and saved. At the moment the team have to put their sales notes in 2 places so service can see via a contact when managing an inbound enquiry and the sales and sales support team can see inbound enquiries taking place against an application being dealt with. The way it is now is like having 2 totally different systems to work with creating inefficiencies and lots of busy work and poor customer experience. An alternative to this would be to have a link to an existing application from the contact like we do for the waitlist but the first option is the preference.