User Management - Vacation Mode Identifier or Filter
complete
T
Tony Chang
When in User Management, we need to have some type of indicator to show if a user is in Vacation Mode.
Alternatively, we could filter User Management to identify who is currently set to Vacation Mode.
Created by Patrick Brown
Drew Adler
complete
A palm tree icon will now represent a user who is toggled on for 'Vacation' via User Management!
In the screenshot attached, the user Jacob Product is enabled for Vacation.
Drew Adler
in progress
Drew Adler
planned
We plan to add a visual indicator in the User Management list when a User is enabled for Vacation.
R
Ryan Esler
Drew Adler - Will this then hold their tasks or allow us to reassign their tasks in their absence? Anything related to the workplan?
Drew Adler
Ryan Esler Hey Ryan - no, this will have no effect on Workplan or Tasks, only visibility in User Management at this juncture.
C
Caitlyn Wetherald
Ryan Esler This would be a VERY helpful feature though!! - Or the ability to put a timeline on the vacation mode.
A
Austin George
an indicator for active vacation mode would be a huge help also allowing sales managers to toggle vacation mode on and off would be an even greater addition
E
Ersin Sivrican
+1 This is a huge need as well as giving this "put on vacation mode" access to sales managers as well without giving them full access to the store.
Drew Adler
under review
Adding a "dot" indicator in the User Management list as a visual indicator for a user who is in Vacation mode is Under Review.
K
Kacey Headrick
Yes!! this would be great, as would the ability to set a date range for when a salesperson will be gone so managers don't have to remember when to turn vacation mode off.
Drew Adler
Merged in a post:
Add a user status for Vacation Mode that impacts reporting, lead distribution, task assignment, etc.
J
Jessica Wilson
Hopefully in the future you will have a quick way to look at which users are marked on vacation mode. Especially for store with many managers like ours. We also have a big sales team. Sometimes it is hard to know who turned off anyone and we can quickly check it.
Shawn Goebel
Merged in a post:
vacation mode reporting
J
Jermaine Orr
If you'd like the ability to see a list view or a report of users that are on vacation mode,
Shawn Goebel
Merged in a post:
Pause Tasks on Vacation Mode
D
Dawn Owens
Right now, vacation mode only stops leads, but is there a way to stop tasks when we put people on vacation mode? That way, when a rep gets back to the dealership, the aren't covered up with outdated tasks?
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