Communication history
Email, WhatsApp, call, and portal notes in one operational timeline.
4Total notes
2Customer-visible
2Internal only
| Note | Customer | Type | Visibility | Linked | Occurred | Actions |
|---|---|---|---|---|---|---|
Customer asked for simpler portal wordingChloe Customer Portal admin requested less technical wording for in-progress service updates. | Demo Mining Co. | portal | shared with customer | REQ-S-1001 | 4/26/2026, 1:00:00 PM | Open |
Draft proposal summary shared internallySasha Sales Sales shared the first-pass scope summary with finance and manufacturing for workshop validation. | Demo Mining Co. | internal | OPP-5001 | 4/25/2026, 11:00:00 AM | Open | |
Call confirmed shutdown access windowTheo Service Customer confirmed a four-hour shutdown window for the service team and requested a same-day verbal update. | Demo Mining Co. | call | internal | REQ-S-1001 - JOB-2001 | 4/24/2026, 9:00:00 AM | Open |
Part photo requested via WhatsAppSasha Sales Sales asked for a clear serial plate photo through the existing click-to-chat path. | Atlas Foods Processing | shared with customer | REQ-P-1002 | 4/23/2026, 3:30:00 PM | Open |