Software Release: Broker broadcast, company note emails, iOS Mobile Update (3/15/2013)

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4 comments

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    Keith Dolan

    Company note Email ? Can the system send an email to an employee when a note is added to the employee?

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    Keith Dolan

    Additionally Can you generate a report of notes?

  • Avatar
    Cherie Marks

    No, we don't have the email to employee option when the employee note is added.  This is a great suggestion, and has been brought up occasionally. 

     

    The reporting of employee notes can be accessed through the wall, or by going to an individual employee's home page.  There is no option to create an exportable report of notes.   

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    Mike Vereecke

    When HR adds a note and shares it with the broker is there a way to have the system email you to let you know the note is in the system?

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