Name of Feature/Request: Critical Change notifications
What financial, time savings, or quality of life improvements will occur from this: To create time-sensitive (i.e. with an expiration date) account notes on various pages that have configurable email notifications as well. Things to Consider: Currently, notification emails are not sent out when account notes are created.Use Case: Whenever we make a change for a customer, it is difficult to have everyone know that this change occurred. Right now when someone makes a change that could impact users, we send an FYI Email. To do this, the consultant will go to the customer, find the Support Team, Account Manager, and CIO for them, and then make a new email that is sent to all members on the Support Team, the AM, the CIO, and FYI@4miles.com which goes to anyone that has a differed shift (nights, weekends, etc.) and also the Project Team that is making the change if it is part of the project. This is a lot of noise mainly since these emails will end up going to 30 or so people when really only a few would need to know. This would alert someone who works on Saturday even if the work is being done on a Tuesday, yet would not alert someone on another team or someone on the Project Team if they were not the ones making the change.So, I have an idea that will make this more direct and visible. If we could have a button or a post or some way to put in an “I made a change” log, then people would be able to do that whenever they make a change that would impact users and link to a task/project for more info. This could add the noted change to the Account Note until the end of the next business day (or maybe it is a new field called “Account Note 2” so that anyone who opens a task or looks at the customer for that time people will be able to instantly know that there was a change made. Additionally, people coming on shift would be able to see any active notes like this across all customers (great for people working outside of normal shifts where they help customers across all teams) or just their team (perfect for Support Teams) or any customer that has a project open that I or my Project Team is assigned to (this last one may be asking for too complicated to ask for initially)Then this entry would still be there in the changelog for the customer, but will no longer be showing up everywhere, but we would still be able to see it in the log of these changes that have been made.N/ASuggested Alternative Solutions: N/A
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: FYI Emails
StrivenID: 2553255