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Add employees to a target group

Jul 18, 2017 at 11:59 AM

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Dear C4C-experts,

I have 2 questions on customer request:

1) Do you know how I can add employees to a target group? In previous blogs I find answers about enable employees in scope, what I did but don't work. Also other comments talked about to unhide the employee tab on target group level via master layout, but I can't find the employee tab in master layout so this don't work either.

Is there anyone who can advise me in detail how to do this? Our customer would like to send out feeds based on a target group.

2) Do you know why I'm not able to create a sales order on Visit level as a follow-up item?

Many thanks for your help!

Anne

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1 Answer

Prasanth Sarma Aryasomayajula
Jul 18, 2017 at 01:59 PM
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As of my understanding , considering the requirement ,If an Admin wants to send feeds to multiple people at once , like a broadcast , then it can be achieved via feeds functionality as below

Employees should follow the Admin user which will enable the employees to receive every update that an admin posts via FEED.


Now Target Group is something that the sales user for an company builds for the Accounts , Individual customers , Contacts , or a group of people that an advertisement is intended to reach , SO in this case an in-house marketing to employees sounds interesting , may be you can elaborate your use case a bit in detail


2) Creating Sales order as a follow-up item is currently not available , instead you can add the facet Sales Order itself in the Visit and try Creating a New one from there , (if this Suffices your requirement)
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Hi,

Thank you very much for your response. Our customer will not use feeds to receive every update in the system. So in the first step, I disabled all the system trigger feeds (via Administration --> Common Tasks --> Centralized Feed Settings).

The customer wants to use feeds for manual internal announcements to a group of sales representatives. For example: the sales manager will send a feed to a target group of employees about a price increasement / promotions / ... at their customer.

Or is their another functionality to use in C4C for sending out texts to employees (C4C users) within my organisation? Because I don't think that target groups can be used to send out feeds.

Concerning my second question, you are right, it's not possible via follow-up item on visit level. I enabled the sales order tab on visit level.

Many thanks for you advise!

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