Notifications and Conversations... NEW LOOK
NEW LOOK:
Notifications, Quick Notes, and Conversations have received a makeover!
The "Send to Team" and "Send to User" dropdowns have been combined into a single search field. From the search field, users can send to both Teams and Users by typing the Team name or User name. Users can also search from a list by clicking the "All Users" button or the "All Teams" button. Users can send a single notification to multiple Users or Teams (or both).
The last few Users or Teams who were sent a notification will be listed above the search bar for quick selections. Additionally, 4 other recently used Users/Teams will be listed under the "Recent Users/Team List" pop-up.
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Individual Task - When a notification is sent to multiple users, the sender will decide if the notification should be an Individual Task or not. An Individual Task will send the notification to every user separately, and every user who receives it will need to mark it as "Complete" once they are finished with it. If the notification is not marked as an Individual Task, when one user marks it as "Complete," the system will auto-mark it "Complete" for all the users who received it.
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The "High Priority" checkbox will be defaulted based on the previous conversation's priority. If the last conversation was set as high, the reply will have High Priority selected.
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The "Complete" checkbox for notifications can be toggled on the Quick Note for as long as the Quick Note is unsigned.
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There is a Global Setting called "Do not auto-complete conversation or Quick Note notifications." When this setting is enabled, a notification will not be automatically completed when a new notification is sent from the conversation tab or Quick Note.
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A Quick Note can be set up as a Conversation Only chart item, meaning the note field can be removed.