Introduction
To improve efficiency and ensure no important follow-up goes unaddressed, we have implemented a new feature that notifies you when you attempt to close a conversation that has a pending Task or Appointment Request. This tool is designed to help you manage your conversations more effectively, ensuring all important actions are completed before closing a conversation.
How to Enable or Disable This Feature?
To enable or disable this feature, contact your customer service representative.
How Does It Work?
When you attempt to close a conversation, the system will automatically check whether there are pending Tasks or Appointment Requests associated with that conversation. If there are, a pop-up notification will appear on screen informing you about the pending tasks or requests, as shown in the image below:
In this notification, you can choose to Cancel closing the conversation to address the pending actions, or Close Conversation anyway.
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