Greetings,
We currently have Max Enterprise installed and are using the Customer Service feature to track service work. There isn't a built in way that we can see to allow us to record communication with more than only the 'customer' in the course of resolving the case. Ideally, we'd like to be able to initiate a call to one or more third parties and have the details of same recorded as a note both for that third-party contact as well as have the details recorded inside the case details. Does anyone have a solution or work-around to suggest?
Thanks,
Brian