For a customer to be able to tag an employee in a post, they must first assign an employee to that customer.
Step 1. Go to Customers menu from the left sidebar -> view customer details
Step 2. Select the Customer Admins tab and click Assign admin button
Step 3. In the Assign Admin page, select a staff and click Save button
Create New Post
Both employees and customers can create posts
- Step 1. Go to @Mention -> enter the content, use @ to mention staff and customer, use # to refer to objects such as projects, tasks, contracts, invoices, supports, ... Can use multiple @ or #
- Step 2. Click POST button
- Customer portal: Customers can only tag employees who are admin assign or contacts of the same company. Only display and allow to select projects, tasks, contracts, invoices belonging to that customer.
- Admin portal: an employee can tag all other employees, customers that this employee is an admin assign, and display the all project, task, contract, invoice if he has View (Global) permission of the corresponding module.
- When an employee or a customer is mentioned in the article, they will receive email notifications and web notifications.
- In case an employee is not authorized for the @Mention module but is tagged in an article, he will still receive a notification and when he clicks on the notification, he can see the content of the post he is tagged in and can comment on the post. write this.
Delete the Post
Only the owner can delete the post.
Add comment
Delete comment
Admin can delete all comments
Commenters can delete their comments
Change status
Only the post owner can change the post status
If a post is closed, no one can't enter comments.
