We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #2914211
Custom note for customers
Closed

Comments

  • Equi started the conversation
    November 11, 2021 at 11:31am

    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

  •  2,576
    Aleksandar replied
    November 16, 2021 at 2:50pm

    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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