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Contact Assignments in Processes

デモをリクエスト

Within the certification module (to be retired), there was an option to assign a contact for our certifiers to reach out to. Currently, the default is whoever runs the process. Is the feature to add a Contact possible in the new processes? This is so that in the situation regarding team capacity and proper organization, it is getting funnelled to the appropriate contact and accessible, rather than the person who creates and runs the process.

Please see below on the functionality that is currently available in certifications, but not in processes.

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2件のコメント

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  • Isaac Oard

    Hi Melissa Huang
    Yes, that is the on the roadmap and expected sometime between now and 11/15.
    Be on the look out for this. We appreciate you reaching out. 

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  • Melissa Huang

    Oh perfect, thank you so much Isaac Oard. Would definitely be beneficial to have this in preparation for Year-End Reporting! 

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