Action! You’ve got something to enter (phone call, observation, etc.)!
Click the green pencil icon in the top right corner of your screen.
Complete the Create a Dialogue form:
Origin – Where did this come from?
Contact information – Who is the customer, and does he or she want a response?
If the person wants a response, enter name and email and/or phone.
If left blank, this Dialogue is submitted anonymously.
Note: If a name is entered, a phone number or email address is required.
Received from – What type of customer is this?
Assign to – What interest area (team) should respond?
You may identify a specific user to receive this Dialogue. If no user is specified, the team owner will receive it.
Type – What type of Dialogue is this?
Content – Subject (What is it about?) and Description (What is the actual question/comment/etc.?)
Attachment – Any relevant documents
Add Internal Comment – Additional notes to share with internal team members, but not customer. You can also tag an internal team member by typing the “@” followed by their name or tag a user group by typing the “#” followed by the name of the group
Add me to Dialogue – Allows you to monitor follow-up
Send Customer Thank You email – If address provided
Tags – What is the Dialogue about specifically? Add those that apply.
Submit! You will see an onscreen message confirming that your Dialogue has been successfully recorded.