Settings and activity
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6 votes
Jeremy Shieh
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3 votesJeremy Shieh
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17 votes
An error occurred while saving the comment Jeremy Shieh
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3 votes
An error occurred while saving the comment Jeremy Shieh
commented
Examples of usage:
To promote booking of a new SP
For SP to have promo period
To run marketing campaigns for specific SP level/individuals
To discount services on SP without making separate service for the SP/level
Jeremy Shieh
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Jeremy Shieh
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7 votesJeremy Shieh
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2 votesJeremy Shieh
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11 votesJeremy Shieh
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68 votesJeremy Shieh
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5 votesJeremy Shieh
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4 votesJeremy Shieh
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6 votesJeremy Shieh
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4 votes
An error occurred while saving the comment Jeremy Shieh
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Non requested appts send out confirmations with provider name which gives complete wrong picture to clients that they have a confirmed provider.
Jeremy Shieh
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588 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
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...into one instead of separate page and requiring new work flow. You would be searching a client, see all the clients that match and be able to select 2+ clients to merge, then select or highlight the info that should be retained, then click Merge, cannot be undone. All from client tab without having to re-search the client again.
An error occurred while saving the comment Jeremy Shieh
commented
A button under "Manage" or "Clients" that calls for an analysis of clients that share at least 3 strong similarities such as {Same First Name}, {Same Last Name}, {Same Phone Number}, {Same Email address} plus wiggle room the same way client search already has a tolerant but effective wiggle.
This followed by a way to select which clients to merge and how so.
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1 voteJeremy Shieh
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4 votesJeremy Shieh
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3 votesJeremy Shieh
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4 votes
An error occurred while saving the comment Jeremy Shieh
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Putting my vote in for 8x8! I'm sure they can probably cough up some pretty good enterprise deals to get it done as they've done for my corps.
I would love an integrated phone solution and also have the SMS piggyback on that service so that it also can be done through boulevard but also through the webapp/app for the phone PBX.
Side advantage is there could be quite large cost savings for partners on the SMS side of things as well, and compliance probably could be taken care by the PBX provider as well!
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2 votesJeremy Shieh
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3 votesJeremy Shieh
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18 votesJeremy Shieh
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We've had a couple DOZEN clients figure out that they could cheat our system a little by doing this, it takes some deep reading in order to identify them once they have already been checked out.