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iRep Schedule Colors -

We'd like to see a different color/pattern for each of the stages that a call goes through. currently we schedule the call, put in pre-call notes, put in post call notes (save), and submit. Reps would benefit from being able to distinguish each of these phases.

And doing this on-line makes sense (as well as WIN8)

I hadn't thought about color blindness, so please include that as well.
Thanks!

7 条评论

  • Avatar
    Ted Wallach
    Tom, Thanks for posting to the CRM Community. Today calls do change color based on status. Planned calls are gray or users can choose their own color (online and Win 8), saved calls are teal and submitted calls are blue. Do these transitions meet your requirement? Thanks, Ted
  • Avatar
    dl-pfizer_injectables_veeva_support
    Ted - We're looking to distinguish planned from those that have pre-call notes entered. We're also looking to separate saved from "saved with call notes added". thanks
  • Avatar
    Ted Wallach
    Thanks for the clarification. Is the color coding a way to inform the user that call notes have been added and they should go look at them, or that call notes have not been added and they need to take action?
  • Avatar
    dl-pfizer_injectables_veeva_support
    I think it's more to drive them to enter the call notes. thanks
  • Avatar
    Ted Wallach
    Can you please explain the underlying business requirements at play here? Are call notes required? What happens if they do not enter them?
  • Avatar
    Ted Wallach
    Right now each activity type has its own color and calls have up to four based on status and date. That's seven colors, not including the user defined colors for planned calls in online and Win 8. Compounding additional colors on top of the ones already in use will render the colors less meaningful since users won't remember what the colors mean. We are already stretching the minds of our users as is. Another approach could be to include icons or indicators in the appointment blocks themselves, such as a little pill bottle if the call has samples and a little pencil if the call has a signature. Google does this, but icons take away valuable space used for the name of the activity, so there's a balance. Since requests vary by customer as exemplified by this thread, there's clearly not a one size fits all approach that works for everyone. This probably points to a configurable solution, which introduces complexity that we need to weigh against the potential benefits of such a feature. Right now we are not planning to extend the color coding of calls, but I will update this thread if that position changes. Thanks, Ted
  • Avatar
    Shire ISP CRM Support
    Hi Ted, Recently we have recevied similar kind of request from our reps i.e. Is there any way we can set the colors based on the Call Type. If Yes, please suggest how we can implement? Thanks, Vekata Prasad.V
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