Automatically create contact for case/ticket started by the email if contact is not present in the Enate
complete
M
Michael Giraldo
As an User, I find time consuming the action of adding TAGS to the customer's contacts, this generates a lot of questions from users, and makes the experience complicated, bad user experience. It would be good to have an automatic assignment of Tags
incoming email to be automatically added into a contact (so able to resolve ticket and send emails)
Kamal Saran
complete
Hi,
Do you know what, this is ready to use now. We’d love to know what you think! A production release 2022.3 including this is available.
You can also check out the full content of the release at https://docs.enate.net/whats-new
Please discuss accessing a 2022.3 production release with the Enate Customer Success team.
Thanks,
Kamal Saran
Enate Product Manager
Kamal Saran
ready for 2022.3
Kamal Saran
open
Kamal Saran
considered for 2023.1
S
Syed Zainal Abidin bin Syed Noh
We can either have this automated tagging of contact or allow for the user to bulk-upload the contacts for their client. This is useful when the team interact directly with the client's employees.
Kamal Saran
@syed-zainal-abidin-bin-syed-noh: Thanks Syed. we are developing bulk upload the contact via excel in 21.1 release.
One additional things we delivered in last release - auto creation of contact at time of email sent out. So I am end user and sending an email from action to the client who is created in enate yet the system will prompt the user to add the contact in the system. it one click -creating and does not much time at all.
Thanks,
Kamal.