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Attendees by default

Hi all,

SUNRISE: It would be great if the default attendees (targeted or not) are shown in the call layout without using the "Add Accounts" button.

I mean, before Sunrise the default attendees were shown in the call layout. Now, with sunrise, users must use the "Add Accounts" always in order to add attendees. We would like to not to mandatory use the "Add Accounts" button.

5 comments

  • Avatar
    Cindy Chiang Official comment

    Hi Carlos and Gregory,

    Thank you for your feedback.  In the Sunrise design, we decided to move the attendee selection to behind the Add Accounts button because in many cases, we were seeing Call Reports with a large number of attendees being displayed, but only a small portion of these being actually selected for each call.  We chose to put the selection behind the button so that on the main call report, you can easily see which attendees were selected and not have to scroll through many unused names every time you the call report was used. 

    Can you please provide some additional information about how many attendees you typically select on a call and how many are shown as suggested attendees in your typical use cases?

    Regards,

    Cindy

  • Avatar
    Gregory Van Keirsbilck

    Totally agree!!

  • Avatar
    Carlos Alejandre

    Hi Cindy,

    Thanks for your comment. I understand your point of view but our sales team is using the target field in TSF in order to have their accounts as much visible and accessible as possible. They complain because they would like to see their target accounts in the same call layout without any additional step (in that case using the search window). We would like to use the call report as much agile as possible.

    Thanks for your understanding.

  • Avatar
    Cindy Chiang

    Hi Carlos,

    Could you please share some more information?  On average for a Call, how many targets would be displayed for your users?  Also, are you primarily using this for group calls against an HCO or for person calls?

    Thanks,

    Cindy

  • Avatar
    Carlos Alejandre

    Hi Cindy,

     

    We are using primarily in group calls against HCO. We usually have an average of 2 or 3 target attendees.

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