Add Ability to Filter the Sidebar & Unreplied to User-Specific
gathering votes
J
Jizelle Bookhamer
It would be great that as I have access to the whole dealership to only see notification (messages and such) that are linked to my name vs everyone at the dealership. Same with new leads
Drew Adler
Merged in a post:
Notification sorting
A
Austin Campbell
Can we please add a feature to Choose what you would like to be notified on. Like currently I am receiving all store notifications as a saleman. I would like to be able to sort by only my notifications so I can track what I have coming in
Shawn Goebel
Merged in a post:
Unreplieds toggle for mine or store
K
Kevin Kerth
Could we have a toggle for message unreplieds like we have for workplan? My Unreplied messages or Store Unreplied messages. As a manager I would love the ability to see only my own and not everyone else's.
Shelby Parker
Hello Kevin Kerth! I have a few more questions for you:
- What specific criteria should be used to differentiate between 'My Unreplied' and 'Store Unreplied' messages?
- How frequently do you anticipate using this toggle feature in your daily workflow?
- Are there any specific scenarios or examples where having this toggle would significantly improve your management tasks?
K
Kevin Kerth
Shelby Parker. I would use it all the time - I have a large customer database in the CRM and my previous clients message me all the time. Their messages can get lost in the giant mass of the dealership traffic since I get all the messages now as a manager. It would be great to be able to toggle so only my messages appear if that makes sense
Drew Adler
Merged in a post:
ADD FILTER FOR UNRESPONDED MESSAGES
B
Brandon Ewer
Add a personal filter for manager access on messages so you can filter by user
Shelby Parker
Hello Brandon Ewer! I have a few more questions for you:
- What specific criteria should the filter use to identify unresponded messages?
- Should the filter be available to all managers or only specific ones?
- Are there any specific user roles or permissions that should be considered when implementing this filter?
Shawn Goebel
Merged in a post:
Allow Store-level users to silence communication only for themselves
A
Adam Miller
It would be very helpful for managers to be able to silence conversations that they don't need to personally follow without affecting the visibility for e.g. associated salespeople.
Shelby Parker
Hiya Adam Miller, thanks for this post! I have a few more questions for you:
- What specific scenarios or types of conversations do managers typically want to silence?
- How frequently do managers need to silence conversations, and is this a temporary or permanent need?
- Are there any specific notifications or alerts that should remain active even when a conversation is silenced?
A
Alex Bushey
Shelby Parker Hi Shelby.
- This would be for conversations that are between the sales person and the customer, or bdc person and the customer. I believe because the managers see so many of these notifications, they feel the need to clear them to catch up.
- Based on the fact that a manager sees every incoming text or email from every sales person or bdc to a customer, I would say very frequently they would want to clear them out (daily).
- Only the notifications NOT directed at the manager should be silenced, but see the note below for what we may prefer to have.
Suggestion: Separate the alerts if we can, where a manager can go see their own alerts destined for them, and check a separate spot for sales "team" notifications. This way they can check on sales peoples stuff, or their own, instead of them all being blended together.
A
Adam Miller
Alex Bushey This is it exactly, thank you Alex.
Drew Adler
Merged in a post:
Filter Unreplied by 'My Messages' Separate from Dealership-Wide Unreplied
C
Caroline Poe
Most of our store has store access and can see all unread messages. It gets cluttered and is easy to miss messages. Can you mimic the Notifications setup for messages? Instead of All and Mentions, have Messages (being mine) and Unread Messages (being the stores). This would be so helpful! Thank you.
Drew Adler
Merged in a post:
Unreplied message tab - settings
S
Scott Stephens
Our Product Advisors have store access to see all leads and grab them.
Unfortunately there is no setting to filter seeing only their messages and replied messages on the left side tab.
Can you create a setting so that we can have our product advisors only see their messages to clients?
Feedback we have received, is that its "too busy", and includes a lot of conversations they don't need.
Our SM's will still need to see all chats, but we'd like a filter or setting restriction here for product advisors to use.
Thank you for your help!
Shawn Goebel
Merged in a post:
Have a separate place for My Unread Messages and the Store Unread Messages
C
Caroline Poe
Our entire store has store access. The unread messages get cluttered and it is a mess to look at.
I want to see my Unread responses, and then I want to go to a separate tab to see the stores unread messages. Thank you!
Load More
→