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The Job of Sending Information to Prospects/Customers Needs to be Easier (in the Web especially)

Status: Under Consideration
by Bronze Elite Contributor on ‎01-12-2012 01:19 PM

My customers tell me they want to spend less time creating unique ways to send files from the sales library, or specific attachments. When they are in their mail client (Outlook) web users need to quickly find library documents and attachments (to accounts, tickets, etc) and include one or more in an email. 


The web client actually took part of this feature away, it appears. Users of the web client cannot locate library documents to include in an email. This is an important job to get done, that competitors have been getting done for a long time. 


I think a long look at how customers do their work would help greatly to reinforce the need expressed in this idea, as well as the best design to make the experience of getting this job the best it can be.

on ‎01-26-2012 02:46 PM
Status changed to: Under Consideration

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