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.