Automatically email customer when a call is logged by an officer.

If companies want an email to be sent to the customer, as a result of a call being logged, with the call details, they seem to only have two options available to them. Either setting up an auto-reply on the incoming email server in system admin, for all calls logged via email. Or alternatively create an IPK workflow rule, so that when a call is forwarded or deferred, after being logged, it will notify the customer. However, if the call is being logged by an officer or via the portal, there doesn't seem to be an option, to set up a email to be sent to the customer. My suggestion would be a tick box, available for all IPK Statuses, which once ticked, means that when the call is logged, it automatically fires an email to the customer with the call details and number. This box could be located in the Incoming Email Server Settings or possibly as an IPK Workflow rule, that is triggered when the call is logged?
  • Product Management Alemba
  • May 21 2015
  • Reviewed by Alemba Product Manager
  • Attach files
  • Guest commented
    July 24, 2015 12:24

    That's weird... We are using IPK workflow rules only to notify a customer about a new call and see no problems here. Neither when it is created by an officer, neither through the customer portal.
    However I might admit that I didn't get the problem content right.

  • +1