We have several CSRs using Zentake and who are sending out forms to their respective clients. It would be beneficial to associate a client with their CSR so when forms are sent and received, 1) the outbox and inbox can be sorted/grouped by CSR to quickly find their clients, 2) Completed form email notifications can be send to entire group, the admin and CSR, or just the CSR. 3) Archived client forms can be sorted by designed CSR. Perhaps, when generating the form or packet to send out, there can be a dropdown with the CSRβs name (or email) who is set up as a Zentake user. If a form is completed using a link or embedded link, perhaps those forms are received unassigned, but can be assigned manually by the admin or user when the completed form is received. Please feel free to contact me with questions. Thank you for considering this feature.
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In Progress
π‘ Feature Request
About 1 year ago
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In Progress
π‘ Feature Request
About 1 year ago
Get notified by email when there are changes.