Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager
Users and/ or Schools should be able to be grouped by having an "account manager" assigned. In my team there are 3 people who look after the checking and publishing in Dext, based on which user submitted the entry, and the school they are located. The inbox has hundreds of entries, 2/3 of which are for another team meamber. It would be great if the Costs inbox (and I suppose Sales could work the same way) could be filtered so that I only see the entries that I need to deal with.
The alternative would be that User Admins should be able to set up an inbox and select which schools/ users they want to see.
Amber Wilson
shared this idea
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Laura Rayner
commented
There should be the ability to assign an accounts officer to each user and then filter the inbox by the accounts officer. Then i can sort the costs inbox and only see the purchases i need to process and not hundreds of others.