Automatically notify manager when an activity is created

General Information

Add a feature be added to autmatically add a notificiation to the User’s manager each time they create a new Activity.

Current Functionality

Manager is defined in the Setup of Rep users:

Managers are not notified of activity taken by their assigned reps unless the user actively notifys them when generating activities. For more information about notifications and working with activities in the Magaya CRM, please visit Magaya CRM: Introduction to Activities in the Magaya Knowledge Base.

For more information about Manager and Rep setup please visit Magaya CRM: Organization Admin Setup in the Magaya Knowledge Base.

Future Functionality

Add a Boolean option in the Admin setup where organizational admin’s can select to create this notification globally - add a new check box option here to enable or disable manager alert:

Notiification will be based on assignment of Manager and Rep as outlined above and should be within the CRM and create a notification alert in the top right-hand corner.

When any user creates an activity who has rep security the CRM will automatically add a notification alert to their Manager. If the Rep is not assigned a manager, no alert will be sent.