A specifically CRM-type feature with which task types (e.g. phone call or email) can be recorded for customers, and on the customer summary page these tasks are clearly visible and manageable in chronological order, making our system even better CRM-oriented!
Customer Tasks
- The customer tasks functionality is available on the customer summary page
- Here you can choose from different types of tasks like phone call, email, physical package delivery, and notification
- Icons are assigned to each type of task
- On the customer page, customer tasks and the application elements where the customer has been selected are displayed in chronological order
- Overdue tasks that have not been completed are highlighted with a red mark and a specific icon
- Custom customer tasks can also be recorded at a later time