How to Observe the Contact-centric Playbook Summary Report
Posted by The Team at Mindmatrix on 14 March 2018 07:51 PM
This feature will provide the User to observe the contact-centric playbooks of all the Users he/she has access to.
Who will be using this?
This report will provide information of contact-centric playbooks of all the Users for whom the logged-in User has access to. This report will be displayed for all those who have permission to create playbooks.
This will help User to observe the contact-centric playbooks in accessible Users account providing a transparency across them, especially for Channel Manager/Admins.
The contact-centric playbook’s summary report will be displayed to each User based on the permission of Users and Organizations which will be populated in the drop downs as shown in figure below.
On “Generate” it will populate data below in the chart as well as User list.
Top 10 Playbook Chart
The grid will contain the First Name, Last Name, User Name, Company and Total Contacts columns. The “User Name” column values will have email of the User as hover. The "Company" column should first look at Organization of the User, if not then Franchisee (Company name from Profile) and if not then Main Company. Clicking on the “Total Contacts” column value will display the report page of the particular playbook. Clicking on count on this page will display only shared contacts (contacts which exist in the playbook and are shared to the logged-in User) to the User.
Total Count– This will give the total count of playbooks in the company.
User-wise Playbook Report
Clicking on the “Report” will display the report page of the particular playbook. Clicking on count on this page will display only shared contacts (contacts which exist in the playbook and are shared to the logged-in User) to the User.