We register client calls etc. in the CRM module. Sometimes we want other colleagues (other users) to know about a call, an email etc.
It seems we cannot add users as associations. It's also not possible to add a notification/reminder for a memo type entry, I believe.
What would be the best way to include other users in these entries so they are updated when necessary?
Ideally, we would have this information on the dashboard. Let's say all new CRM entries for the last week, or the last 3 days, that are relevant to that user.
Customer support service by UserEcho