Out Of Office
Amanda Aparicio
Toggle to show when a user is out of the office inside the portal - for now, we change our name so that the client sees that particular person is currently out of the office.
Log In
Amanda Aparicio
Merged in a post:
Away message for Client Chat
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Natalie Brown
Cannot create an away message like you can with emails, so clients use the Client Chat feature and have no idea why we aren't responding.
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Jim Manning
This really is an urgent issue. Having trained my clients not to email me, I now have no way to "switch off" when I'm on vacation because my client's don't know I'm OOO. The simplest and most effective solution would be for a banner to show at the top of the client portal with information that someone is OOO. Doesn't have to be fancy.
Amanda Aparicio
Merged in a post:
out of office notification
s
stacey rose
It would be nice to be able to set an out of office notification through FC.
Amanda Aparicio
Merged in a post:
Out-of-Office Status Visible to Clients in Chat
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Tiffany Bastian
Clients have no visibility into when a team member is out of office, leading to unanswered messages and frustration. An OOO indicator in chat would set expectations and reduce unnecessary follow-ups.
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Magali Roy
It would be nice to be able to set an out of office notification through FC.
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Karie Huber
Yes, I am in favor of this as well. For both at the individual team level and company level. If the owner can manage it at the company level, that would be great. Most of my clients use the Chat feature which is great when we are discussing multiple topics but being out of office worries me because I don't want them to think I am ignoring them.
Autopilot
Merged in a post:
Out of Office
A
Amanda Ethier
Would love the ability to broadly respond to clients when either one of our team is out of office or our office is closed (i.e. for the holidays), similar to an email notification.
Amanda Aparicio
Merged in a post:
Holiday Closure/Out of Office
A
Angela Yanes
It would be nice if there was a way to either have an auto reply in client chat or some sort of banner pop up when its a total office closure for an extended time such as next week when we are closed Wednesday-Friday. Any client that reaches out in chat then will probably think we are ignoring them.
Autopilot
Merged in a post:
OOO Notice/Banner
K
Kevin Mouscos
We are trying to teach clients to not email, but use the client chat feature. It would be helpful to add the ability to set your OOO Notice on a per user basis so the clients can have a better expectation on reply time as well helping them reach out to a different team member for urgent issues.
R
Ronnice Terry
We would use it in our client chats in the same way that we use an out of office response in our email.
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