Email notification when task is assigned
optional ability to generate an e-mail notification when a new task or a existing task is assigned to a user.
create the ability to notify fellow users about a Note via a cc: to their email
With other CRMs/Task managers, the task owner can receive an email when it is delegated to them. This is currently not possible in Capsule and is a big problem. Email notifications should be a setting!
It woudl be great if the CRM had an option to send an email when someone assigns a task to you. Staff don't always have the CRM as their active window, so an email alert that a manager had assigned a task would be great. Currently, tasks are only emailed once per day.
Rupert Walmsley commented
This would be really useful and would save on internal emails from colleagues asking me to return a call
If they made notes about the call in the CRM (like they should) and assigned a task to me I could click the link, see the client details + notes, and be more informed
Is this still not implemented? Definitely a must have...
Still not implemented? This is a must have option
+1 for this. It would make Capsule immensely more powerful
I agree. Highrise has this feature and it was very useful.
Alberto Bavetta commented
I don't understand how is it possible that such a basic function is not implemented. My collegues are addressing this like it would be my fault (they say that I'm mis-administering the site)... I'm very sad :(
Yes. It is a bit crazy not to have this....
Henrik Omdal commented
I completely agree, I am glad that it is not only me that are missing this feature.
I mean if you already have the 'email tasks once a day' then why not email alert when assigned to a ticket.
My team would love this, and it would be particularly useful to notify someone of a new opportunity that has been assigned to them and needs a response today. At the moment we have to add the opp in Capsule and then send an email to a colleague (who is registered in capsule) to let them know, in case they don't see the opportunity in their list that day.
New users look at me like I'm crazy when I tell them it doesn't send an email notification when a task is reassigned. I'd like for them to stop doing that so count me in on this one.
Agreed. Ran out of votes though.
That would be useful
Grant K commented
This is very important.