Assign a customer to an advisor
Would it be possible to be able to add a main advisor to a contact so that when that customer calls in it would ring that advisor first then drop over to the rest of the team if not picked up.
Contact Routing 'Rules'
The ability to route phone calls based on contact properties (Account #, Segment). For example, contacts in the Segment "Region X" will automatically route first to Advisor X.
Don't force tag upon closing
Allow Advisor to close ticket without selecting a Tag. When closing ticket via mobile or web, AgriSync forces user to select a Tag. The problem here is that the Advisor may already have the appropriate tags selected prior to closing. Solution: Add a "Close" or "X out" option to the tagging popup. See attached mockup.
Set Logo as Default Profile Photo
When an Advisor registers, have the company logo set as the default profile photo.
Business management software
When a customer calls in, it would be great to have Agri-Sync link with our business management software (Intellidealer) and have a work order open automaticly
Ring Schedule Notification
It would be helpful for advisors to receive a notification when they are added or removed from their team's ring schedule, or have view-only access to the ring schedule.
Mass ticket search
Have to ability to search tickets for more than the basic filters, such as searching the tickets summary/resolution. So it will be easier to find similar cases when different advisors made the cases with different customers.