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Hello there,
We are working in a new project- the idea of this project is to integrate our helpline serivce into RE. i wonder if anyone out there got any similar expreience or having such thing already integrated in your org? i will be gratefulif you share some thoughts on it, the things like how you record helpline service and the how you do reporting on them. i hope it makes some sense.
Thanks
This is something that I did for Tommy's, the baby charity. They too have a helpline system where there callers were integrated with the corresponding constituents but where the call details were kept secure away from from regular RE user. You can read more about it here.
Please do not hesitate to contact me if you need any more information.
David