This feature allows users to alert another, or multiple, system users to a Communication that may require his/her attention.
To Draw Attention:
- Click on the arrow next to the edit pencil icon within the Communication subject bar.
- Select Draw Attention. At the bottom of the Communication, a lookup field will populate allowing the user to select which other system users to notify.
- Click Save.
- The selected user will receive an email notification that this Communication requires his/her attention. The email notification contains a link back to the Communication, allowing the user to view the Communication quickly.
- A notification will also appear in the Salpo CRM at the foot of the Communication to tell you that an alert has been sent and to which user.
When used alongside adding a user’s name in the Communication participants field, the draw attention feature is a great way to ‘task’ items to users.