Staff setup - Allow to setup staff types and select bulk types in automations
T
Trinity Social
When creating a Staff member - Allow to create a sub-category of staff types ie sales, finance, Marketing this will allow then when sending internal notification one can then select the Staff type/department you ant to send the notifications to. This setup shpuld be able to differ from one sub account to another
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A
Ashwin Raghunandan
Merged in a post:
User Roles For Internal Notifacations
C
Charles Dummer
Our sub-accounts would benefit from the ability to assign job roles to users (or User Type's), and configure the internal notifications action to send notifications to users with a specific job role. Internal notifications are powerful and useful, but the current abilities are limiting and not fit-for-purpose.
Example use case for a field service based sub-account of ours:
Role examples (role types should be customisable for the sub-account): Customer Service, Finance, Managers, Staff, Delivery Drivers etc
We have internal notifications set up for estimate and invoice actions (viewed, accepted, paid etc). These notification's aren't relevant to Delivery Drivers, for instance, but will be relevant to multiple other roles - this counts out the "All Users" internal notification option in workflows. Additionally, the "User assigned to the contact" option is futile, as we will have more than one user who needs this notification. Furthermore, (whilst this option doesn't exist currently) if there was the choice to send an internal notification to followers of the contact, this would still leave impracticality and issues within the internal notification set up and system.
In the meantime, we have to continue to configure our workflows manually to notify individually specified users. This results in many wasted hours and clicks when setting up a sub-account from a snapshot, or when adding a user to the sub-account. I hope the idea of this resonates with others!