Allow the use of Mentions without Customer Card
T
Tony Rhoades
As a Manager I want to be able to use Mentions to notify all salespeople to meet in the conference room at noon. Please add this to the development roadmap.
D
Derrick Alvis
I would like and use this feature a lot!
K
Keith Keller
This would be good
D
Drew Parker
I would keep it simple using existing functionality.
MVP:
Add it into the Notifications area.
After clicking the vertical ellipsis;
- Add "Mentions"
- After clicking "Mentions" open a notes area.
- All users & groups should be able to receive.
- Permissions
- All users should have access by default
- All users receive notifications as if they were mentioned on a deal
- Add permission to allow managers to view a mentions log.
- As a manager I need to be able to ensure users aren't misusing.
- additional options could be added to the vertical ellipsis if needed.
MMP:
Add message threads and possibly channels based on feedback from MVP.
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Shelby Parker
Thanks for sharing this, Tony Rhoades — totally hear the use case here, and it’d definitely make team coordination smoother. To make sure we’re scoping the right solution, could you clarify a couple things: where would you expect to type/send a Mention that isn’t tied to a specific customer (e.g., a general team message area vs. a task/note or somewhere else)? Who should be able to receive those Mentions (all salespeople at your dealership, specific roles/teams, or everyone in the store)? And after you send it, what should happen—just a notification, or should it also create a message/thread that people can reply to?
T
Tony Rhoades
Shelby Parker
I would keep it simple using existing functionality.
MVP:
Add it into the Notifications area.
After clicking the vertical ellipsis;
Add "Mentions"
- After clicking "Mentions" open a notes area.
- All users & groups should be able to receive.
Permissions
- All users should have access by default
- All users receive notifications as if they were mentioned on a deal
- Add permission to allow managers to view a mentions log.
- As a manager I need to be able to ensure users aren't misusing.
additional options could be added to the vertical ellipsis if needed.
MMP:
Add message threads and possibly channels based on feedback from MVP.