/
"Urgent" Note Feature
"Urgent" Note Feature
What is the "Urgent" note feature used for?
The "urgent" checkbox next to the notes field on the lead card/customer card, when checked, will append "URGENT: " to the beginning of the email subject header (that is generated and sent to the location email address upon adding a note to a lead/customer).
- This ONLY appends the "URGENT: " to the subject header in the event that the Urgent box is checked.
- By default, the box will remain unchecked until checked by the user.
- This feature works primarily for Call Center Agents only. Though the feature shows up for anyone who logs into the web app as well as the location application (thinclient), emails will only be sent to the location if used by a call center agent who is logged into the call center.
Locating the "Urgent" checkbox feature - Below is where you will locate the "Urgent" checkbox whether on a lead card as a script or form, or for a customer card.
Email Notifications
Related content
Adding Customer notes
Adding Customer notes
More like this
Manage Contact Center Notifications
Manage Contact Center Notifications
More like this