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SPOTLIGHT
Member chat mode within Sidekick for Reps.
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Business agents can now
chat with
members via SMS from within Sidekick. Support for multimedia images
and video is also available.
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NEW
FEATURE
Default Action Assignees
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You can now assign the
default recipient for an action. When an action with a default
recipient is performed, it will automatically be assigned to the
selected user(s).
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NEW
FEATURE
Additional User Permissions
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Sidekick now has
additional user permissions for you to utilize. LUMM users can now
be created without access to the admin, report, or Grievance pages.
One can also make users that only have access to specified
employers. For both these user types, the ability to perform actions
can be optionally disabled.
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NEW
FEATURE
Report for Member Advocate Invites
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Users can now view how
many invites union members have sent, as well as if they joined or
not.
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NEW
FEATURE
File Actions
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Actions now support
files. Users can attach images, documents, or other types of files.
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UPDATE
Actions can now be accepted from email
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The ability to accept
an action directly from the notification email makes your workflow
quicker and more efficient.
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UPDATE
Sortable action questions
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Action questions can
now be put in order, and will appear in the set order while
performing actions, and in notifications.
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UPDATE
Action review moved to pending page
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You can now preview and
accept actions directly from the pending page. No more jumping
between pages!
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UPDATE
Member survey questions
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Surveys can now be
filled out directly on the seniority grid.
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Additional Notes
- Unchanged dates no longer appear in the pending changes dialog
- Changes dialog intelligently handles case-insensitive changes
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