Another friday, another update from Teamleader: call outcome follow-up, delivery note and order confirmation layout and the option to set lunchbreaks!
Follow up actions on call outcomes
A while ago we introduced the call outcomes on phone calls in Teamleader. In those, you could specify the result of your call and, if desired, immediately add a follow up call.
We’ve expanded the follow up options to also include tasks, meetings and tickets. So for instance, if you’ve had a successful call, you can add a follow up action to create a meeting to this outcome. A ‘create meeting’ screen will pop up after you’ve ended your call. Another click saved!
Set lunch breaks
Noboby can maintain focus for 8 hours straight. Taking a break is essential to clear your mind and afterwards start again with a clear view on things. One of those that is most important is the lunch break. Nobody likes to work on an empty stomach, so if you can, take the time to put aside your work and eat a nice meal.
“But isn’t it hard to always take a lunch break into account for my timetracking?” Not at all. If you want to, you can let Teamleader subtract your lunch hours automatically. To set this, navigate to Settings > HR.
Once there, click on one of your employees’ name to go to their personal page. There you can set their weekly hours. Click it, and set the time of the luch break for each individual day of the week.
Let’s say you or one of your employees is fulfilling a task from 11 in the morning until 3 in the afternoon. But you’ve set to have a lunch break for about half an hour each day. When finishing the task at hand, you’ll get the option to subtract that half an hour from your timetracking.
The project planning and vacation days also take the lunch break into account: the amount of time for your lunch break will be subtracted from your available work hours for project planning and from the hours of your vacation days.
Modify delivery note and order confirmation layout
If you’re using delivery notes within Teamleader: rejoice! From this week on you are able to modify the layout to your own wishes. Just start the same way as you would with quotations and invoices: create a Word document in your own branding and use the shortcodes to insert the information of Teamleader onto your delivery note.
Ready? Just upload the document via Settings > Document layout. And to keep it simple: the same principle applies to order confirmations as well!
Search for products in the global search
Our global search function has received an update! If you’re looking for a specific product but can’t find it, try typing it in in the global search field on the top of the page. It will show you all of the results related to your query, including products from now on.
Add extra party (cc) to a ticket
When answering an important support question - scratch that, every support question is important - it might be useful to include a third (or fourth, or fifth) party to the discussion. That way, everybody who might be involved can be kept up to speed about the pending issue.
To add more people to the ticket, click on the arrow next to the ticket number on the ticket detail page and choose the option ‘add extra party’. In the next screen you’ll be able to add a customer from your database. He or she will then be added as extra party to the ticket. Here you’ll also see which extra parties have been added before.
Adding to that, when there is someone who mails you with a support question and adds someone in cc, that person will also be added to your CRM and will also be linked to the ticket as an extra party.