Improved Staff Notifications: Keep Staff in the loop with the new CC in Slips – ‘Group’ Filter

You asked, we listened!
We have introduced Group filter
 to enhance the ‘Click here to inform others’
 feature in Slips. The Group filter makes it quicker and easier to include the right colleagues in important records.
Key Benefits:
Improved efficiency
Save time: No more digging through piles of messages or relying on memory. Now administrators have access to simpler, clearer message management that fits into their very busy days.
How it works:
When adding others via ‘Click here to inform others’, you can now use the Group filter to instantly narrow down the staff list.
Anyone CC’d will receive an email with the record details and a direct link to view it.
Please note:
 Using the CC function invites the recipient into the record - bypassing any Slip restriction settings that can be in place – commonly applied to ‘Safeguarding’ or similar sensitive Slips. The recipient will be able to view and edit the record.
This is a useful method to allow the other users to provide their input on records they would otherwise not be able to access.
This can also be used by staff to CC themselves into records they have created, but otherwise may not be able to view due to the Slip settings.
The CC list can be edited at any time – removing a user from the CC list will revoke their access to the record.