Release Date: November 03, 2024
The November release consisted of feature enhancements and continued improvements to the user experience.
Features
Target Notes
This release introduces the new notes feature for targets.
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Figure 1 Target Notes Callout
This feature lets you add, edit, and delete notes directly to specific targets.
Adding, Editing, and Deleting a Note
Access your Fullcast instance and switch plans if applicable.
Click Manage Targets on the Territories tile, or add a note to a team target by clicking Manage Team Targets on the Teams tile.
Locate the appropriate target and click the More Options icon (three vertical dots).
Select View Details/Edit.
On the Target landing page, click the notes icon (word bubble) to the right of the appropriate line item.
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Figure 2 Add Note Modal
Add a note and click Save Note to have a note appear on the target.
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Figure 3 Edit/Delete Note Modal
Edit or delete a note by clicking the note icon.
Setting Permissions for Notes
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Figure 4 Notification Preferences
To view or create notes a user must have the appropriate permissions. By default, most users will have “read-only” access. To grant elevated permissions, such as the ability to edit or delete notes, an admin must manually assign these permissions to the user.
Access your Fullcast instance and switch plans if applicable.
Click Manage Roles on the Roles tile.
Locate the appropriate role and click the More Options icon (three vertical dots).
Select Edit.
Note:
There are three business actions you can enable notes permissions for: Territory, Teams, and Product Group.
Click to expand the appropriate category.
Change the permissions for the “Collaborate with notes” option as appropriate.
Click Save.
The specific user role can now manage notes as configured.
Note:
Note permissions are based on roles. Notes cannot be restricted per individual.
Enabling Notifications for Notes
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Figure 5 Role Permissions
To stay informed about activity on your target notes, you can enable notifications for specific actions: Assignments, Targets, and Notes.
Access your Fullcast instance and switch plans if applicable.
Click your avatar in the top right corner of the navigation bar and select “notification preferences”.
On the Notifications Preferences modal, click to enable or disable each notification as appropriate.
Information:
Each notification provides you with two channels of communication: Email, which sends notifications to a specific user or user role as configured; and Inbox, which is the in-app notifications that surface in the top right corner of Fullcast.
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Figure 6 Notes Inbox Notification
Enabling Email Notifications at the Plan-Level
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Figure 7 Notifications & Alerts
Fullcast enables users to view notifications on specific actions within the system, such as when updating a target note. Depending on how the notifications are configured, users may opt to receive an event notification via email.
Access your Fullcast instance and click Manage Plans.
Locate the appropriate plan and click the More Options icon (three vertical dots).
Select Edit.
Scroll down to the Notifications and Alerts section.
Set a specific role as a node manager to be notified about any activity in this plan by selecting the appropriate role from the dropdown menu.
Information:
Any person inhabiting this role will receive email notifications of activity within this plan.
Set a specific user as a special user to be notified of any activity in this plan by adding the user.
Warning:
One of the two above mentioned fileds must be populated for email notifications to work.
Click Next.
Type CONFIRM (case sensitive) in the field provided and click Confirm.