Creating new announcements
Want to remind the Sales staff to turn in their progress reports before the weekend? Want to give everyone in Finance a heads up about a late paying client? Want to tell the entire company about a change of venues for the company picnic this weekend? Use the Announcements module to broadcast notifications.
To create a new announcement:
1. | From the top banner, click the Announcements module. You may need to find it in the View list. |
The Broadcast Notifications dashboard opens. From here you can search for previous announcements and add a new one. You can create notifications that can be broadcast to a large audience, simply by selecting the appropriate role.
2. | To create a new announcement, click Add. |
The Broadcast Notification form opens.
3. | Enter a Subject and Message. |
4. | Select the announcement Priority: |
Low, Medium, and High |
Low, Medium, and High priority announcements are received through the normal notification process in ClientSpace. (Broadcast announcements, however, are RED to indicate they are different from standard announcements.) |
Critical |
Critical announcements present in the notifications inbox in the same manner as other broadcast announcements, but continues to be displayed in the upper right actions pane until dismissed. |
5. | To select the user roles to which you want to send the announcement, expand Security and click Select Roles. |
The Role Search dashboard opens.
6. | Select the roles and click the Select option. Then click Ok. |
You are returned to the Broadcast Notification form
7. | Click Save. |