Add bulk team member assignment to client chats
E
Elina Aniston
We need to be able to add new team members to multiple clients and client chats. Additionally, if a team member is assigned to a client or client project, they should be automatically added to the client & team chats for that client.
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Autopilot
Merged in a post:
Client Creating New Chat Subject - include all team members by default
K
Kevin Mouscos
Can we have a setting to make sure that all team members are included in chats created by clients?
Autopilot
Merged in a post:
Client Chat default settings
Amanda Aparicio
It would be helpful to have default setting for chats created on the client side. Often times with all the notification noise on the team side, if a client chooses the wrong team member to start a chat, the notifications are getting missed. Likewise, there is no option for assigning the team lead, admin person or the whole team, so the client has to guess to whom to send the chat. It would nice to be able to set up some defaults in the client profile.
Autopilot
Merged in a post:
Bulk add team to client chat channels
T
Tiffany Bastian
Currently we have to manually add people to each client chat. New hires are the worst we have to go through every client ever channel to add them a way to do this in bulk would be awesome
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Nick Cobos
Also completely agree, we have clients start new chat threads and not include all the relevant team-members which causes delays and confusion
S
Sam Rowbotham
agreed, to now have to manually add one by one is such a pain, internal access should be tied to the client access not individually per chat or able to bulk adjust