ActionTracker Description
Customers can make purchases online or in your brick and mortar store. They can also chat online or over the phone. Field service technicians perform onsite services and fill out a questionnaire. A student completes a class. A survey is completed online, on paper, or on mobile devices by your customer or employee. Once completed, the responses update the ActionTracker™, based on their score or response, assign a manager, notify key stakeholders via email, and so forth. ActionTracker™, which tracks all customer/employee communications, captures resolution activities including attachments, takes notes into the Action Item and schedules meetings through Microsoft Outlook integration, will effectively keep track of all communications. To track the life cycle, create status codes. Keep updating your open action items until they become complete. Once they are marked as complete, they cannot be modified. For a complete audit trail, each activity is date/time stamped and signed by the user.