The Beetil Blog
Blog » Easier access to customer information
Moving the customer information to the right-hand side of the application and giving it a prominent orange heading is the most noticeable feature of this latest Beetil release. In addition there have been a handful of cosmetic improvements – particularly around the creation of new incidents, problems, changes, etc. and the right-hand side of the application in general.
Customer information has been moved to this area and given greater prominence to emphasize the important role customers play throughout the lifecycle of an incident. As Beetil has evolved customers have become much more than just a field to fill in. This change aims to allow you to get a better glimpse at more of the customer’s information.
Beetil now displays a customer’s essential information at a glance (i.e. Name, Company, Email Address) and provides the ability to quickly de-link from the incident or navigate to the customer just like all the other core Beetil “linkage” concepts. If a customer’s avatar has an arrow underneath then there is additional information available for the customer. Click on the avatar and this information will be displayed.
Customers also have a contact card icon at the top right of their information. Clicking this will load a popup that displays all their information as you would see it in the People tab – such as the services they have access to and open or recently closed incidents.
Information about our new LiveChat integration including how you can create or update incidents from chat transcripts is described here in a separate blog post.
This repositioning of the customer information stresses the importance of the customer’s role within an incident, makes it easier to access customer information than it was before and also readies Beetil for more customer-related enhancements to come such as multiple customers against an incident and pulling of customer information from external CRM and customer management systems (e.g. Salesforce).
As always, we’d love to hear your feedback. Drop us a line at support@beetil.com or log your thoughts and suggestions via Feedback in Beetil or via your Beetil Support customer portal logon.
Tags: customers
October 17th, 2011
Another great addition, are there any plans to allow for more than one customer to be associated with incidents and changes?
October 18th, 2011
There is indeed! This change paves the way for easily adding multiple customers against an incident, and eventually adding customers to other beetil entities as well