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It would be really good if Firefish could...

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Customising the Call Note Types

Love the new release of call note taking - great! However it would be ideal if we can customise these drop downs like we can do in all other aspects of the candidate portal. For example, your list: Update / Proactive Approach/ Follow Up etc is OK, but for us we would like to Add/Edit one to say NR/LM (no reply/left message) or Sending Later - as these are often the notes we make and it would save us having to type them out each time...

That way we can make it more customised to our specific recruitment needs rather than generic. Thank you!

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Lucy Challenger shared this idea  ·   ·  Report…  ·  Admin →
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  • Nichola Finn commented  ·   ·  Report

    We really need to be able to customise or add new call note types

  • Lauren Jow commented  ·   ·  Report

    This is really important to us - and would benefit us significantly. For instance, where we use video outreach - would be great to have this as a contact drop down!

  • John commented  ·   ·  Report

    Agreed, great option to have

  • Rob Samuel commented  ·   ·  Report

    This would be perfect for recording leads as we would easily be able to report on these and create our own visuals/dashboards.

    At the moment there isn't really a tangible way to record leads, please give us the ability to add to this dropdown like we can across most of the system!

  • james kingston commented  ·   ·  Report

    We have always historically tracked call types for business development/candidates so we can work out how many new business calls / spec calls / new reg calls/update calls are being done so would be good to be able to customise the call types.

  • Tracy Shaw commented  ·   ·  Report

    Yes this is so important from a compliance point

  • Sherry commented  ·   ·  Report

    It would be really useful to be able to customise and add new call notes, so it would show a clearer trail of work.

  • Sally B commented  ·   ·  Report

    We really need to be able to customise or add new call note types

  • Anonymous commented  ·   ·  Report

    At the moment, FF isn't really set up as a retained friendly CRM. This would really help with reporting on retained business development activities tracking suspects to prospects to leads & to sales.

  • Anonymous commented  ·   ·  Report

    Agree would like to add other dropdowns on client contacts.EG Sales leads so you can bring up all your sales leads from the day before to follow up. A basic function that I'm surprised isn't on here

Firefish Customer Ideas: CRM

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