Inbox for Client Chat
A
Aimee Garneau
It would be great to have one central location to go to that would show us all the client messages and responses, rather than having to click into each of the clients and read messages
Log In
Amanda Aparicio
Merged in a post:
Ability to View All Clients chats
Amanda Aparicio
It would be great to have a button to be able to see all clients' chats and be able to filter by clients. One way to do this is to add a permission so that users can decide which type of firm user (Admin, Member, Contractor) can have default access to all client chats.
Amanda Aparicio
Merged in a post:
Centralized View of All Client Chats and Activity
T
Tiffany Bastian
There's no single place to see all chat and activity across clients. A centralized inbox or activity feed would let teams stay on top of all client communication without jumping between records.
A
Angela McNeil
Yes!!! This is my biggest issue with FC.
P
Pamela Reeves
Yes! This. I am frequently missing messages because I have to go into each client to check.
S
Stephanie Fagan
Yes agreed, even client chats I am not included in. I'd like to see them if I am assigned to the client.
K
Kyle Hauenstein
I would greatly appreciate a central location for the chat. Having to go into everyone profile has me missing message frequently.
Also, i understand and appreciate the multiple chat threads, but it gets convoluted with the clients having 9 threads all going at the same time for one project. it might be simpler to manage just one thread per client. or maybe one thread per project.
S
Stephanie Fagan
I would also like the admin to be able to see all client chats. We have one user that is not monitored all the time and if they are the only ones on the chat, we have nobody else who can see them.
K
Kimberly McLaren
I think this is the same as what I am hoping for - one place to be able to see open chats across all clients. Its so easy to miss messages from clients through the chat when you have to log into the client to see it. I know we get notifications but I can't always look right away and then often these get buried and missed. Having a central place to see all clients with messages waiting for responses would be so helpful.
Amanda Aparicio
Merged in a post:
Chat / Comments
L
Linda Balser
It would be great to have a better way to see al comments / chats. It's often hard to follow. Maybe also have a flagged for follow up.
Autopilot
Merged in a post:
Client Chats
Amanda Aparicio
Having a consolidated place for client chats. It can be difficult to remember who has ongoing chats and having one area where you can see them would be great.Also, an easier way to add employees to chats than through the individual chat window.
Load More
→