Hi All,
We've just moved over to CRM (Online 2016) from ACT.
As an admin it's just so much better for me, but a couple of functions that my users are missing. I wonder if anyone had any thoughts?
1. Some was of quickly seeing other calls scheduled when setting up a call? Currently whilst setting a new call ther user has to know they are free at that time. In ACT when setting a call a small planner was shown next to the data/time to show the users availability. We don't have to replicate that, but how do others show their users that they are free at a given time?
2. What's considered the best practice with regards to closing calls and/or moving them on? A common requirement of my users is to open a call, make the call then either move it on in date (if they didn't answer) or shcedule a follow-up call. At the moment to move a call on they must open the activity, change the date and then close the activity being careful not to mark it as complete. Of course they could close it then create a new activity, but that would mean re-keying it. How do other manage this?
Many thanks,
Steve