Hi everyone,
We all have customers who are more challenging to deal with, need ‘extra’ assistance, are habitual offenders, etc. How many of you flag their accounts as a heads-up for your staff, and in the age of ‘I want to see all of the info on my record’, HOW do you flag their account? I know this would be a great use of attributes, but writing ‘customer is a pain’ isn’t the best thing to do!
Cheers, Kathleen
We use two types of flags - the first is a constituency/CSI combo that adds an NT to the account so the reps know to look at the notes (CSIs); the second is a red ! in the header, triggered by a specific attribute - we use that one for accounts where the reps should bump the customer directly to a manager.