CRM Capability (Ability to log and track client communications)
It would be fantastic to have a tab available under the student or family to accurately log calls, emails and communication.
Even a simple text box such as this would be sufficient.
Tues. Feb. 24 - client called to cancel lesson tomorrow. Teacher notified via email.
Tuesday Jan. 17th. Was able to accommodate a new lesson time on Wednesday @ 4:30. Confirmed with parent over the phone, teacher notified by email.
Monday Jan. 16th - Client called in and they would like to change lesson times but keep the same teacher. They are available on Wednesday and Thursday between 4 and 6. Task created to follow up and find solution.
This is a simple function, but one that is crucial to customer service.
Accessible to administration only.
We will be working on this to see the best way to provide this.
Sandy Joanis commented
Any update on this one? This would be so very helpful!
YES!!!!! The "Open Discussion" section in each event is what was have been using. Ex. Under August 15th's lessons we write "August 15th "Mother called to cancel lessons, make-up scheduled August 17th". In the 17th's event title we write make-up for August 15th so that it's clear in the Schedule section why they had an extra class.
It's been working ok, but it's an open discussion meaning sensitive information (ex. "This customer has been trying to get out of paying for the last three weeks!") can't be posted there. I started a private blog for our staff for issues like these but it would be great to track them all in one place.