Hi Team
I'm looking for some functionality where the user gets a message sent by other user of a different role displayed as soon as he logs in to creatio system .
Also there should be complete privacy for the communication so that the two users of a common role can not see the chats of each other.
Please suggest some ways through which this can be achieved except for Whatsapp, Telegram and Facebook as we do not want any third party app involved in this.
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Hi Sarika,
I am sure your requirement can be fully covered using the standard Feed section where channels for posting can be created and followers can be selected:
As a result new feed messages will be displayed in the CTI panel and also in the feed section.
Best regards,
Oscar
Hi Oscar,
Thanks for the reply.
This seems to be a helpful option in our case.
Just request you to provide the additional information for how can we add multiple feed channels in a section or some sort of functionality where user can select the channel in which he/she wants to post?
Best regards,
Sarika
Hi,
I have found the option where user can select the channel but here the user - JICO is able to see the other channels list also in which he is not added(He is not added in the channels GC-CCR and GC-AXA).
1.How can I filter out the list of channels based on the user that is allowed to post in that channel?
Please Refer to the Screenshot.
2. How can user select the channel from the feed that is specific to each section record in the section itself? For example, how the user JICO posts in the feed after selecting the channel so that this post is specific to a section record.
Kindly help.
Best Regards,
Sarika
Sarika Sharma,
1) You need to administrate channels by records and specify correspondent record permissions to these channels
2) There is no way to select channels in the feed of the record page, this option is available in the Feed module in the CTI panel or in the Feed section directly.
Best regards,
Oscar