We’ve made some improvements to the overall design and layout of the SeeClickFix CRM - providing you with a more intuitive, enjoyable experience that is seamlessly aligned with your current workflow.
The New UI
To kickoff our improved redesign of the CRM, we’ve updated the toolbar on the Issue Page making it quick and easy for you to update and manage multiple issues from a single interface.
When you enter the CRM, the new Issue Page features a sidebar ‘search and filter’ functionality complete with keyword searches, date range pickers, as well as multi-select options so you can filter your issues by status, request type, assignee, priority, and geography.
By clicking on a single issue, you can access a more detailed view complete with the issue’s lat/long, comment and vote totals, and the ability to filter between public and internal comments. The Single Issue detail view also includes an “Issue Event” feed for tracking status or priority changes, recategorizations, and comments.
Roles and Permissions
In addition to a new design, we've added roles to the User Settings so you can manage the permission sets for every member of your organization.
The roles include:
Internal Personnel - Can only comment and report internally Available on SeeClickFix Work
Manager - Can manage, assign, and prioritize, etc. but is restricted from accessing or managing account settings for your organization.
Owner - Equivalent of the Super User. Can access and manage account settings in addition to all other functionality.
We're also including the @mention feature so you can communicate to each other directly from the comment section of a request.
Internal @mentions include the following:
- - Ability to ping coworkers with questions about specific requests
- - Ability to notify administrators about status updates
- - Individual user handles within your organization
- - Direct email notifications upon @mention
To get an @mention handle, go to your user preferences screen. Handles are scoped specifically to your organization and used only for internal communication. We encourage you to use your full name in your handle.
Even more, the new CRM design is mobile responsive. Now, you can manage issues on-the-go with your phone or tablet for a seamless, consistent experience from your office to the work site by saving the link to the homescreen of your phone and using it as a web app.
If you missed the webinar yesterday that outlined the new user interface and new features, don't worry - we recorded it! Watch below:
More Emails Link into the CRM
Along with all these style updates we have also made sure that assignment and route to request emails link to the CRM issue page instead of the public issue page. This helps keep our Partner users in the CRM where they can quickly take action on the issue.
Our goal is to equip you with the most efficient, trustworthy tools that guarantee quality and accuracy from the moment an issue is reported to the second it is fixed and closed.
For questions about these updates, please contact firstname.lastname@example.org