Pre-call Planning Workshop Americas May 2011

The Contact Dashboard will show three recent documents.

This enhancement now brings all critical data for Pre-call into one view.

The Contact Dashboard within Client Connect is located at the Contact Level.

The new Contact Dashboard is a time saver because it helps to streamline and organize contact information, allowing users to access and manage their contacts more quickly and easily. It is also a new way to work more efficiently as it provides a user-friendly interface and features that enhance productivity. Additionally, the development of the Contact Dashboard was driven by user feedback, ensuring that it meets the needs and preferences of the users. Therefore, the correct answer is "All of the above" as all the given statements accurately describe the benefits and features of the new Contact Dashboard.

The idea of the Pre-Call enhancements came from the Client Partners.

To make Client Connect more efficient or user-friendly, you would contact Kimm Franco.

The statement is false because upcoming or future inquiries are not reflected in the Contact Dashboard. The Contact Dashboard only displays current and past inquiries. Therefore, the statement contradicts the actual functionality of the Contact Dashboard.

The contact's event ticket information is not currently displayed in the Contact Dashboard.

When providing a ticket for Tech Support, it is important to include all of the above mentioned information. Entitling the subject line as "Client Connect" helps to categorize and prioritize the ticket. Providing a screenshot of the issue allows the support team to visually understand the problem. Additionally, including as much detail as possible regarding the issue helps the support team to have a clear understanding of the problem and provide an accurate solution. Therefore, all of the mentioned elements should be provided when submitting a ticket for Tech Support.

The given statement is false. Within the Contact Dashboard, you are indeed able to drill down into a client's Key Initiatives or Vendors. This means that you can access more detailed information or navigate further into these specific areas for a client.

The Contact Dashboard only displays Open Activities. This means that the dashboard will only show the activities that are currently open or pending for the contacts. It will not show any completed or closed activities. This feature allows users to easily track and manage their ongoing tasks and follow-ups with contacts. By displaying only open activities, the dashboard provides a clear and focused view of the tasks that need attention and follow-up.