Ideas for Arc XP

An API to add a "Note" with a reason code to a users profile.

We would like to automate adding a message to a users account.

  1. User provides feedback after cancelling an account. Would like to record this feedback with the users profile so it can be reported on with the normal account data.

  2. Customer service interacts with user in a third-party system (Zendesk) which could add notes to the users profile without the CSR needing to lookup the account and add note via Arc Subs interface.

  • API should be for developer

  • Adding note to profile via email address or clientId

  • Normal fields should be recordable

    • Note

    • reason code

    • who left note (CSR name or email)

  • Richard Lane
  • Jun 17 2022
  • Future consideration
  • Attach files
  • Admin
    Jessica Cavallo commented
    5 Jul 04:02pm

    Thank you Richard. Let's talk about this during one of our upcoming calls. I'd like to understand if you are looking to see this information as part of a report or just on the CSR screens. Also do you want to view this as part of the user profile, the order or subscription?