When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer.
In other systems if the email or letter is generated through the system, the document is automatically filed in the customer profile.
Thanks
Iain
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.