In this post, I want to focus on two seldom-used features I think make teams collaborate better and keep the registration process organized: User Comments + Assigning a User to an Admin
Did you know you can not only add comments to your users for all admins to see, but you can also assign a user, or group of users, to a specific admin?
This feature can work for many organizations with a variety of needs. We use this at Regpack for Lead Management, assigning a specific lead to a Product Specialist. They then use the comments feature to record any notes from phone calls, so everyone can quickly catch up if they need to at a later date.
I’ve seen organizations that have applicants that must be approved to move on to another stage of the application process to assign to the right person at the right time, and comments are great to record extra notes or comments from the admin. But really, you can use these features in any way that works for you, and that will make working with your team even easier.
How to assign a user or users to an admin.
To assign a user to an admin, simply click the icon the red arrow is pointing to in the image above. This will prompt you to assign that user to the admin of your choosing.
How to make a comment on a user.
The red boxes are the comments for that user. Simply click the box, and a popup will appear that will allow you to add your comments.
Or simply watch this short video, which goes over user comments, assigning users to admins and all of the other amazing things you can do in User Management.
Whatever your need is, user comments and admin assignments are a quick and easy way to stay organized and communicate effectively!
If you have any feedback, suggestions, ideas, questions or just want to say hi, feel free to send an email to firstname.lastname@example.org.