I'd like to know if the new-ish Contact History feature is useful for our organization. I cannot find any details in the documentation so have some questions:
1. How could a low-skilled user log in and easily see a list of their own scheduled contacts? Is the only solution to send them to the long list of queries, and train them how to enter their own Campaign Manager key to narrow the list to their own to-do's?
2. Once a list results from a query, it seems the only option is to export it. How can folks click through the Contact History in detail view for a group of selected records ... i.e., are there Previous/Next/Return to List buttons on any interface?
I wonder if anyone here is using the Contacts feature to good effect, and, if so, if you can describe the workflow you've set up for folks who are intimidated by the query interface.
Note: we do not have programmers on staff so we cannot program our own user-friendly UI using the API. We are hopeful that a user-friendly option for CRM exists within Salsa itself.
thanks!
Tagged:
Salsa,
Supporter Management