Let’s drill down on one specific Dialogue. Open a Dialogue by clicking on it from the Inbox view.

  1. Customer Information
  2. Dialogue Details
  3. Team Members
  4. Tags
  5. Attachments
  6. Original Message
  7. Action Buttons
  8. Timeline
  9. Date Received and Dialogue Age
  10. Bookmark and Forward Dialogue

Fields

The following table describes the various fields and sections found on the Dialogue Details page.

NameCustomer name
TypeCustomer type (parent, student, staff, or community member)
PhoneCustomer phone number
EmailCustomer email
PriorityCritical, P1 (Urgent), P2 (Normal), P3 (Low)
StatusUnopened: The Dialogue has not been opened or action has not been taken yet by any user.
In Progress: Action has been taken by a user.
Pending Details: Stops the Dialogue from aging. To be used when the user is awaiting action or information from the customer.
Closed: No further action is needed. The Dialogue is considered closed.
TypeQuestion, Comment, Concern, Suggestion, and Compliment
Entry PointThe source of the Dialogue (District website, Facebook, Twitter, Recorder, etc.)
Interest AreaThe assigned Interest Area denoted by the customer or user.
OwnerThe user responsible for the action necessary to Close the Dialogue.
Team MembersTeam Member of the assigned Interest Area are attached to the Dialogue as part of the team. Ownership of the Dialogue can be assigned to anyone who is currently on the team. Other users can be brought onto the team by clicking on the plus button.
TagsTags can be added to any Dialogue for further categorization. A default set of tags and tag categories are provided. Custom tags can be added in Settings by the System Administrator.
AttachmentsAny attachments received from the customer or sent by the user are consolidated here for ease of access.

Timeline

The Timeline is a record of all activity that occurs with a particular Dialogue. Time, date, and responsible User are included in each entry. Changes to the Status, addition of Team Members, Customer replies, internal comments, and more are recorded here to serve as historical data. Use the checkboxes to filter the display (Customer Communications, Internal Comments, and Log).

  • Customer Communications: All messages sent to or from the Customer related to this Dialogue are displayed.
  • Internal Comments: All internal comments related to this Dialogue are displayed.
  • Log: All activity related to this Dialogue is displayed.