[#CHD-879] [Log Message] A quick log message (pop-up) option similar to compose - WebGroup Media LLC

Issue Details [XML]

Key:	CHD-879
Type:	New Feature
Status:	Open
Assignee:	Unassigned
Reporter:	Joe Geck
Votes:	0
Watchers:	0

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[Log Message] A quick log message (pop-up) option similar to compose

Created: 24/Oct/08 02:33 PM Updated: 01/Aug/09 09:09 PM

Fix Version/s:

Sea of 1000 Wishes

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Unknown

Remaining Estimate:

Unknown

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Related To

This issue is related to:
	~~CHD-880~~ [Compose] Add template support to the...

Description

Summary:
I got this idea after reading a forum post: http://www.cerb4.com/forums/showpost.php?p=7171&postcount=3

[[quote]]
Originally Posted by joegeck
The most natural solution in my opinion is to use 'log message' with a "phone call" template.

Response by albers
But doing this, as far as I can see there is no way to easy search for the users. I have a couple of thousand uses, and would need to for example search the username first, and then create a phone-ticket / log with that.
[[/quote]]

If we added a quick log message option similar to the quick compose option that might be a good solution. Quick compose is referring to the pop-up window with the 'compose' link when you click an address.

Possible steps in this scenario:
1) Returning customer calls
2) Worker does a search in his address book for the name or organization
3) Finds the name

If you use the current log message, you'd have to know the e-mail from the caller to fill in the requester field. This way you could get their name, search and then log the message in one clean sweep.

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Comment by Joe Geck [24/Oct/08 02:45 PM]

[ Permlink ]

Including templates in the quick compose window complements the more practical use of "phone call" templates if we ever decided to add a quick log message window. Assuming quick log message copied quick compose they would both ideally support templates.

See the CHD-879 comments for an explanation on quick log message templates.

Comment by Joe Geck [24/Oct/08 02:51 PM]

[ Permlink ]

Ideally quick log message would support templates for phone call logging, which was the original source of inspiration for this particular request.

That way a customer calls -> you search for his name -> click quick log message -> open up the call template -> fill in the details -> save.