Topics started by Leonie Addison

2 Discussions

Leonie Addison
Beginner
Leonie AddisonBeginner
asked in Ask a Peer

Adding a Comment

A client sends an email which requires an action to both me and a work colleague.I save the email into task.I action the work required.In comments (blue section) I write “ Email has been actioned” so that I can look quickly at all emails within  that task to see if they have been dealt with.The problem we have is that when I write a comment because the original email included a colleague she also gets a message showing my comments.  How do I write internal comments which everyone can see but don’t have to be notified of.  My colleague is complaining that her triage is being filled up with my one line comments.

2
Victoria Peters
Sr. Community Champion
2 years ago
Leonie Addison
Beginner
Leonie AddisonBeginner
asked in Ask a Peer

Identifying Assignees

When I go into a client I currently see a lot of columns.  Are you able to rearrange these columns?  If so how.Thanks in anticipationLeonie  

1
J
Superstar
2 years ago

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