Hi, is there any chance an employee can add internal notes to his customers? We are aware that the individual customer can be edited with a note for internal use when you are an Amelia manager.
Our employees should not see all customers, but should be able to add a custom note referring to the appointment in the employee panel. Is there a chance we can add a text field below the appointment details where name, phone numer, zoom link, etc is listed?
It would be very helpful to have a documentatation of the appointment.
Thank you for your purchase, and sorry for the late response.
I am sorry to disappoint you, but unfortunately, something like this is not possible with the plugin's built-in features.
Please feel free to search through our feature suggestion page, and see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and it will be forwarded to our management for review.
After it's been reviewed it will be presented on the front page, for voting. Please note that it may take some time before your suggestion is brought up for voting since we receive quite a lot of suggestions on daily basis.
Hi,
is there any chance an employee can add internal notes to his customers?
We are aware that the individual customer can be edited with a note for internal use when you are an Amelia manager.
Our employees should not see all customers, but should be able to add a custom note referring to the appointment in the employee panel. Is there a chance we can add a text field below the appointment details where name, phone numer, zoom link, etc is listed?
It would be very helpful to have a documentatation of the appointment.
Thank you very much
Hello Equi
Thank you for your purchase, and sorry for the late response.
I am sorry to disappoint you, but unfortunately, something like this is not possible with the plugin's built-in features.
Please feel free to search through our feature suggestion page, and see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and it will be forwarded to our management for review.
After it's been reviewed it will be presented on the front page, for voting. Please note that it may take some time before your suggestion is brought up for voting since we receive quite a lot of suggestions on daily basis.
Kind Regards,
Aleksandar Vuković
[email protected]
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