Greetings,
I am trying to leverage Mingle collaboration features to try and create a communication mechanism that links to specific records in CSI, and assigns a task to a specific user or group of users. Currently, I'm looking at Context/Utility apps to achieve this, which would appear in-app while folks are working in CSI via the context tab. The posts functionality would be perfect, except they do not go away, making the use case not scalable. I'm looking at the possibility of manually creating tasks on the fly, so that while looking at a customer order in CSI, I can generate a task, link the specific CO, and include a note asking to fix something, then assign it to the sales support group or specific rep. Once a rep completes my request, the task is completed and I am notified. The task then disappears from the context menu, but is searchable in the future.
Has anyone leveraged Mingle to do something like this? Is there a better way to achieve what I am looking for?
Thanks in advance for any suggestions.
- Chris
