Prohibit clients from starting multiple client chats.
complete
R
Ronnice Terry
We like to keep our client chats organized and often a client will begin a new chat. If the correct employee isn't included in that chat, they aren't aware that a new one was started and miss the message from the client.
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Amanda Aparicio
updated the status to
complete
This is now available! You can turn off the ability for clients to create new chat topics via
Settings > Company > Automations & Settings
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Amanda Aparicio
updated the status to
in progress
Amanda Aparicio
Merged in a post:
Toggle to Prevent Clients From Creating New Chat Channels
T
Tiffany Bastian
Clients can create new chat channels, leading to fragmented communication outside the firm's intended structure. A toggle to restrict channel creation would keep communication organized.
Amanda Aparicio
Merged in a post:
The ability to block certain team members from recieving chat messages from clients but keep the ability on for internal chats with the team.
Marlessia Thomas-Turnbull
Some clients reach out to the Tax preparers/Bookkeepers when they should be chatting with the office Admin. This would keep conversations organized and less notifications and lost messages to other team members. This would help with seasonal workers who do not need to chat back and forth with clients.
Z
Zee Marie
It is imperative to have the option to have a dedicated user account (Team Member) that my entire team can use for client chats and Client Requests, comments and other similar areas so that our clients to do not see a list of my team members. For example "Admin" or "Request". The clients are then void of the confusion they have saying to me, "Who do I pick from this list?"
We are using an email address of request@ and our entire team can reply to the clients' email(s) without disclosing exactly who is answer it or, for example, the clients know me so I sign my name. The rest of my team signs by initials so internally we know who answered the email and the client has been fine with this.
What clients are grateful for is not having to decide who to talk with and what they care about the most is that someone on the team is listening and responding.
This is actually a matter of privacy and security within our firm.
Autopilot
Merged in a post:
Clients ability to create new chat topics toggle off for clients
Amanda Aparicio
Clients create new chats and include someone out of office or a company placeholder for email and then no one actually gets notified or can see it except one person. This is an issue it would be nice to toggle this off per client or company wide.
n
natalie browne
Yes! We would love to be able to turn OFF the clients ability to add topics!!
Autopilot
Merged in a post:
Prevent clients from starting a new client chat
R
Ronnice Terry
We are missing client chats. When a client starts a new client chat, sometimes the right person isn't included in the chat, so that communication is missed. We either need to remove the ability for a client to start a new chat, or have our entire team receive the notification when any new chat is started.