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11
votes
7answers
710 views

How can I ensure users understand how to answer SMS correctly?

I work on a CRM system for healthcare and there's a feature where we send an SMS to a patient reminding her of some scheduled consultation. The patient can then answer the SMS with either "yes" or ...
1
vote
2answers
131 views

entering multiple, role-specific contacts on a customer record

Our business-focused web app helps small vendors manage food deliveries to small or large companies. I'm looking for UX ideas for the part of the app where users enter contact information for delivery ...
0
votes
1answer
67 views

What is the most appropriate classification for email accounts in a CRM?

Most everyone has an email account for use at work, and the email account we use as private individuals. In a customer relationship management tool, how would you manage those to make the distinction ...
0
votes
3answers
42 views

Removing an account/user from scope

I'm working on a CRM at the moment which allows an operator to search for a customer and verify them, after which the whole system is aimed to work on that customer's account. I'm working on the UX ...