What's New in ExtraaEdge !
  • Release Notes
  • Release 1.49
    • 13 July 2020
      • LiveChat
      • Switch IVR to App Calls
      • Application List
      • Web Analytics
  • Release 1.48
    • 30th June 2020
      • Multiple Lead List
      • Prediction Score
  • Release 1.47
    • 5 June 2020
      • Segmentation
      • Fees Module Payment Integration
      • Whatsapp Bot
      • Bug Fixes
  • Release 1.46
    • 27th May 2020
      • Video call feature
      • Restrict Duplicate Emails
  • Release 1.45
    • 6th May 2020
      • Segmentation
      • Fee Collection Module
      • Counsellor Alert Notification
  • Release 1.52
  • 9th Sep 2020
    • All templates visibility based on Counsellors
    • Campaign Enhancements
    • ChatBot Feature Updates
    • Help Document of ExtraaEdge
  • Release 1.55
    • 20th Nov 2020
      • Country Code Dropdown in App Form Widget
      • Other option text field
      • Existing Lead Re-Enquiry on Application Form
      • Validation of Fields in App Form Registration Form
      • Updated Dashboard Button Position
      • TitleCase & UpperCase for all Text Fields in App Form
  • Release 1.56
    • 7th Dec 2020
      • Lead Details & Activities Show/Hide
      • Additional Bulk Upload Fields
      • App Form Step Completion Custom Popup
      • Chat List - Unread Message Counter
  • Release 1.57
    • 11th Dec 2020
      • Multiple Lead Journey For Application Form
      • Counselor Notification- Chat Disabled for Counselor
  • Release 1.58
    • 30th Dec 2020
      • Sequence of all dropdowns in CRM
      • Removing Spaces in Text Values
      • Category Based Leads on Referred From Me Tab
      • Application Form PDF to All Emails
      • Additional Search Fields in Filter
  • RELEASE 1.59
    • 20th Jan 2021
      • Offer Letter Generation in Application Form
      • Multi-Domain integration
  • RELEASE 1.60
    • 13th Feb 2021
      • Session Time Tracker - For Users
      • Lead Verification
      • No Email and No Mobile Lead Filter
      • By Default All Counsellor Filter
      • Counselor Access to Application Form
      • Mapped Fields in Filter
      • Segmentation - Null Action Date
  • RELEASE 1.61
    • 15th March 2021
      • Brand new Lead Card
      • Advanced "Save Filter" Feature
      • Drag & Drop Email Builder
      • Dynamic Filters & Fields Capturing Important Activity Dates Of Application Form
      • Login Feature in App form Widget
  • RELEASE 1.62
    • 17th March 2021
      • Lead to Application Journey
      • FB Remarketing Audiences
      • Auto Save App Form
      • Post Application Process in app form
      • Quick Add PopUp Change
  • RELEASE 1.63
    • 3rd April 2021
      • Internet Speed On UI
      • Chatbot in Application Form
      • App Form Slot Booking
      • No Limit on campaign
  • RELEASE 1.64
    • 4th May 2021
      • Change Course Amount to pay for Lead
      • Duplicate and Draft Email Templates
      • Timestamp in lead chatbot history
      • Pop Up in CRM if connection is broken during LiveChat
      • Redirecting to lead list from drilldown table in the reports
  • RELEASE 1.65
    • 8th May 2021
      • Payment Receipt Generation
  • RELEASE 1.67
    • 6th August 2021
Powered by GitBook
On this page
  • All templates visibility based on Counsellors :
  • Why it matters:
  • How it works:

Was this helpful?

  1. 9th Sep 2020

All templates visibility based on Counsellors

Previous9th Sep 2020NextCampaign Enhancements

Last updated 4 years ago

Was this helpful?

All templates visibility based on Counsellors :

With this new feature we can restrict visibility of Email/SMS templates on individual Counsellor levels.

Why it matters:

In current implementation, all the SMS/Email/WhatsApp templates are directly visible to all the counselors, With this feature we can restrict visibility of templates on individual counselor levels.

How it works:

  1. Whenever a new template is added a new dropdown to be shown to select visible to.

  2. The dropdown will have a list of counsellors and an option of All Counsellors, similar to the save list option.

  3. If the user selects All Counsellors the template will be visible globally.

  4. This option needs to be added for all the templates: Email, SMS, WhatsApp

  5. If a template is marked as not visible for a counsellor, the counsellor should not be able to see the template while:

  • Sending single/bulk SMS/Email/Whatsapp from all the places.

  • Creating campaign

  • Creating campaign

You can add to which counsellor this template to be visible to