Check-in notes
Email thread Grisedale Search & Selection: documents · cs
Marcus Bell's check-in notes report rising use, no open tickets and a plan to show open roles and complaints together. Lauren Pilkington agreed and asked whether complaints can appear without her adding them.
What was said
What this says
Current to 11 Oct 26Marcus Bell's check-in notes report rising use, no open tickets and a plan to show open roles and complaints together. Lauren Pilkington agreed and asked whether complaints can appear without her adding them.
Ask: Lauren wants consultants to see a client's open roles and complaints together before they call, and asks whether complaints can appear on the client page without her adding them. She says that would save hours.
Customer view: positive. She confirms the notes are right and commits to naming the first few consultants that week.
Next: Marcus owes a short how-to for the consultants and an answer on the complaints question. Lauren owes the names of two or three consultants.
The thread
Updated 9 Oct 26Messages
Marcus Bell 30 Sep 2024 14:23Hi Lauren, Thanks for the check-in. Notes from what we covered: - Active use is up again on last quarter, and more of the consultants are logging in. - No open tickets and nothing overdue on the account. - You'd like consultants to see a client's open roles and complaints together before they call. We looked at how to set that up on the pages you already have. - Next step for me: send you a short how-to for the consultants. - Next step for you: let me know which two or three consultants should go first. Shout if I've missed anything. Thanks, Marcus
Lauren Pilkington 2 Oct 2024 08:36Hi Marcus, Thanks, that's all right. Quick one: can the consultants see the complaints on the client page without me adding them? That'd save us hours. I'll pick the first few consultants this week and send you the names. Ta, Lauren