Platform Updates- Card View

• All-new view of appointments and appointment details
• Introduces Appointment Cards with rich appointment data
• Highly visible Alerts icons and hover over status for quick recognition and resolution of customer experience issues

Platform will default to calendar view. Click on the 6 dots (see arrow) next to the calendar to get to Card View:

Card View:

Appointments that have an Alert on them will appear in red. Hover over the red profile icon and you will see what action is needed on the appointment:

• Introduced for both Calendar and Card View
• Added a new Filter Builder interface to show the different Filter options to help in filtering appointment information. The new options include Campaigns, Hubs, Activity type, and Agent status.
• Added a new Sort by element to filter Card View appointments by Appointment ID, Customer Name, and Appointment Date (default land)

Filter Builder: 

• New “Create” appointment floating button
• Updated filtering interface
• Updated Service icon
• Update “Alerts” icon       
• Updated Activity Snapshot interface
• Moved Hub and Campaign drop downs to the new Advanced Filters menu

New "Create" Appointment floating button:

Click the floating button and the Tool icon will appear. Click on Tool icon to create a new appointment: 

• Added ability to add Drop-off events for completed service pick-up activities
• Passes through all service pick-up details to drop-off appointment (customer information, vehicle information, hub, etc.) to drop-off appointment

Add Drop off:

• Fixed the problem of caching caused by incomplete/ un-submitted appointment details
• Fixed the Today button in calendar view in Service