How Can We Help?
Can the account manager/employee set backup contact in case the host is not on the office premises?
An employee cannot be present at his desk all the time. They can be away for a number of reasons. What if at that moment they have a visitor?
In this scenario when visitor visits, but the host or employee is unavailable or momentarily away they can set up Employee Messaging Rules. As a result, another employee can meet the visitor.
This saves the valuable time of the visitors.
The above image shows the window to set Employee Messaging Rules.
Follow these steps-
1. Go to Employee Directory
2. Select Contact (Employee you want to add the messaging rules for)
3. Edit
Under Messaging rules >
- Notification Type- SMS/ Email/Slack
- Who- Select Other Contact”
- via/Please Select Contact- Name of your colleague/employee
4. Save & Close
Once you add a new contact (same applies to existing contact) the pop-up window will have the Messaging rules section. Here you can firstly, choose the immediate employee to receive notification in your absence. Secondly, the notification channels, it can be via e-mail, Slack and text messaging.
