Viewing User Record: "New Call Log" Button Doesn't Add Phone Number If Available

Problem reported by Ben Santiardo - 7/8/2015 at 5:58 AM

Resolved

We've noticed that when viewing a user record there are two available buttons on the toolbar "New Ticket" and "New Call Log". The problem we see is that if we click on "New Call Log" it does not prefill the phone number value, even if the user record has a phone number present.

Am I doing something wrong or is this a legitimate bug? If it is a bug...when can we expect a fix because this is extremely frustrating for our agents to always have to lookup the number or ask the customer for their number again to type it in?

____________________________________

Ben Santiardo, Senior Programmer Analyst

Eastern Suffolk BOCES

6 Replies

Reply to Thread

Ben Santiardo Replied

7/9/2015 at 10:32 AM

After further review, I realized that neither the phone number or the name of the customer is pre-populated. Both data items are available, shouldn't they automatically populate into a new Call-Log?

____________________________________ Ben Santiardo, Senior Programmer Analyst Eastern Suffolk BOCES

Antonio King Replied

7/9/2015 at 10:41 AM

Don't think it's programmed to do that. Probably would be a feature request.

Ben Santiardo Replied

7/9/2015 at 11:55 AM

Agreed on the fact that is isn't programmed to do that. I'm confused as to why though...? If the information is right there in the same user record, it would have taken no real effort at all to also pre-populate the other data as well.

____________________________________ Ben Santiardo, Senior Programmer Analyst Eastern Suffolk BOCES