Inquiry interactions tab

General Description of the Feature

This feature mainly enhances the inquiry page, by introducing the agenda sidebar. Moreover, new actions are added to the page that create activities in the background.

These activities are shown on the sidebar as well as the calendar.

Pre-requisites and setup

Activity types were created in the OCLT table

workflow activity types were created (~/SetupEntities/List/Workflow/IDMS_WF_ActType)

The required activity UI groups were created (~/SetupEntities/List/Workflow/IDMS_WF_UIActGroup)

Activity groups were set (~/SetupEntities/List/SalesAndLeads/IDMS_ActivityTypeGroup)

Setup activity type group were set (~/SetupEntities/List/SalesAndLeads/IDMS_S_ActivityTypeGroup)

Then the following setup keys were configured:

• InquiryDurationInMinutes: This key is responsible for the closed inquiry activities duration. The value is in minutes.

• NoteActivityType:
  The OCLT code of the Note activity type. 

• InquiryActivityTypeCodes:
  List of OCLT codes separated by comma. These activity types are the ones that will be available on the inquiry follow up and visit activity steps.

• ReassignmentActivityTypeCode:
  The OCLT code of the Reassignment activity type.

• StatusChangeActivityTypeCode:
  The OCLT code of the StatusChange activity type.

Inquiry Page

A new header property is added to show the user if this inquiry is assigned to someone or not. Next, the sidebar functionality has also been added.

The assigned property is added to the Inquiry Grid list and also in the filters

Sidebar

The inquiry page has been enhanced and now contains a sidebar for agenda activities.

This sidebar only shows agenda activities.

A new button has been added “Create Follow up Activity” that lets the user create new activities of type Visit and Follow-up (Note that these can be changed from setup. For the mobile app, this new button is in the actions dropdown).

Note: “Create Follow up Activity” button is not available when the inquiry is not assigned to the logged in user, or If has status of Disqualified/Not Qualifiable or is in progress (ex has lead).

When clicking on “Create Follow up Activity” button the following pop-up will appear:

The following fields are displayed:

• Activity Type: The user can select the activity type
• Date: The user can select the date
• Start Time: The user can select the starting time for this activity.
• End Time: The user can select the end time for this activity.
• Closed: The user can select this checkbox if wishing to create the activity already in closed status.
• Notes: Free text for user notes.

In addition the user can edit the activities shown in the sidebar, by clicking the pencil icon on the right side of each card.

By clicking in the pencil icon the activity popup will open, allowing the user to make adjustments.

Note :The activity type cannot be changed after its creation.

When a sales person is editing a non Reassignment/Status Change activity type only the notes are available to modify.

 A sales person can view Additional activities in the sidebar when creating a task, note, lead or when qualifying the inquiry, disqualifying the inquiry, inquiry status change, reassignment.

For example:

1. Whenever an activity apart from the follow up and visit activity types is created, it has status “closed”.
2. When a new follow up and visit activity types is created, the last existing activity of the same type will be closed.
3. On task creation, the checkbox that allows an activity to be created is different than the activity created for the inquiry. Basically, If the user checks this, two activities will be created. One as closed for the inquiry (the one that will be shown in sidebar) and one to be available in the calendar as open.
4. If an activity is created in the past it should automatically be created as closed.

New Inquiry Status - Not Qualifiable

A new inquiry status has been introduced, “Not Qualifiable”. Business-wise is the exact same thing as the Disqualify status.

Whenever the user wishes to disqualify an inquiry,  he can click on the new switch control added with the name on the disqualification popup, “Not Qualifiable” - by default is not selected.

By switching it to true, the status of the inquiry will change after pressing Disqualify Inquiry button, from Disqualify to Non-Qualifiable.

Calendar

The user can view the Inquiry activities on the calendar page

The sales person can also view the new activity types in the drop down menu. For example in an Inquiry after creating a follow-up and visit activities, on the calendar page the following are displayed:

By clicking on any of them, the same activity popup from the inquiry page will open, allowing the user to modify it.

The user can modify an Inquiry and save the changes. These changes are also reflected in the inquiry page.
The user has also the ability to move from the pop up to the related Inquiry by clicking the 'Details' button.

By selecting to view the closed activities you can now also see the inquiry’s closed activities.

Business Benefit 

Allow performing communication actions in inquiry and track inquiry processing history

Configuration 

Administration and Process pages

Setup Keys

Workflow

Transition Required Views

Additional Information