Met with Tina and Meme on 9/24/12
- Confirmed that most comments/preferences are Customer specific and not Contact specific. We thought that and when we set comments up as preferences we should alert the user that any changes will affect all processing for the entire organization. We also decided that when any preference was updated we should automatically email all contacts in the organization of the change.
- They are continuing to work through the entire list of customer comments. They are cleaning up / deleting everything that they can and are taking note of the occasions where there is a comment that is used frequently and has the merit to be added to the table.
- I am going to send them a list of comments that have been added on the Web and they will analyze to make sure our tables covers the acceptable needs of our customers.
CE is pretty married to those comments and don't want them to disappear.
The comments seem pretty customer specific and don't generally appear to be contact specific.
We'll might want to have a core comment area associated with each customer and give a contact the ability to hide or show additional comments according to his preferences. We'll also need to address the concept of who can actually alter the comments for the "customer".
I have given Tina and Meme the list of comments currently on file to see if I can get them to buy into the fact that there is likely quite a bit of cleanup that can take place there. It'll be a good size project for someone but I think we need to take the opportunity to get a clean starting point for the web launch.
I am attaching a list of Customer Comments that exist today for group review.
