Sticky Notes in COS Business Engine offer a simple yet powerful way for operators and administrators to manage details, reminders, and comments linked to customer accounts. Here’s how they work:
Key Features
- Context-Specific Notes: Sticky Notes can be attached directly to customer accounts within Business Engine, ensuring that important information is always tied to the right context.
Check the “Sticky” box to make the note sticky if you want it to remain visible at the top of the page. - Visibility and Accessibility: These notes are readily available to all authorized users, promoting transparency and continuity across different teams.
Usage Scenarios
- Customer Support: Use Sticky Notes to log specific issues, preferences, or reminders that help provide personalized and effective service. For example, “Customer not available on phone weekdays 8-noon.“
- Internal Coordination: Share updates or instructions within your team to ensure seamless handling of customer interactions. Use the “Schedule” field to set a reminder by selecting the desired time and date. If you’ve added a time and date to a sticky note, it will even appear under “Reminders.”
For example, “Call customer regarding invoice.”
Benefits
- Enhanced Task Management: Sticky Notes complement Work Orders and Tickets, enabling teams to handle simpler tasks and follow-ups on a customer level efficiently.
- Improved Collaboration: By centralizing relevant information, Sticky Notes streamline communication and reduce the risk of oversight.
