The Manager Views feature allows Managers and Admins (Levels 2/3/4) to view the Requests, Appointments, and Tasks assigned to the associates at their store(s) from the Salesfloor Mobile App.
This feature is available to all retailers within the Mobile app, both BYOD & MDM versions, except for Team Mode Store Managers with Selling mode On.
Skip to:
- Overview
- Store Requests
- Store Tasks
- Store Appointments
- Filtering the Manager Views by Store/Associate
Overview
The Manager Views feature exposes three Hub elements on the user’s home screen of the Mobile app:
-
Store Requests
-
Store Tasks
-
Store Appointments
Manager Views, Selling mode OFF
Managers with Selling mode ON will still keep their former My Tasks/Requests/Appointments elements on their Hub. These views allow them to manage their own Tasks, Requests and Appointments in editable mode. (By comparison, the Manager Views are read-only.)
Manager Views, Selling mode ON
The Manager Views provide a “bird’s eye” view of the key activities in a given store or set of stores.
|
|
Store Requests |
Store Tasks |
Store Appointments |
|---|---|---|---|
|
List view |
|
|
|
|
Detail view |
|
|
|
They appear very similar to the views seen by Salesfloor Associates, with 2 key differences:
-
The assigned associate’s name and/or store is displayed on every item
-
The Manager Views are read-only and do not allow managers to access the Associate’s functions, including Resolving/Unresolving, Replying, Forwarding to Customer Support, and viewing the associated Contact record. The only exception is if a Selling-mode store manager is viewing one of their own assigned items. Then they will see an actionable view with all the capabilities they can access as a selling Associate.
Store Requests
The Store Requests listing screen shows the list of all customer requests across the selected Store(s) and Associate(s). Each item in the list shows the Store and Associate, Customer’s Display name, type of request, time last acted upon, and a color-coded label indicating the request status.
Filtering the Store Requests list
There are two methods available for narrowing down the list, described below. The two methods work in conjunction with one another. The blue Filter bar at the bottom, which is also available in the Associates' “My Customer Requests” page, allows filtering by Request Type and Status. Options available are:
-
Request Type
-
All Requests
-
Personal Shopper
-
Appointment Request
-
Contact Me
-
-
Status
-
Unresolved
-
Resolved
-
The green Filter button in the upper right corner allows filtering by Store(s) (for Management and Admin users) and/or Associates with a single store, as elaborated in the next section. This new filter button exists across all the Manager views and is NOT available to Associates.
Request Details page
When a Customer Request is viewed by a Store Manager, Management or Admin user via the Manager Views feature, the Request Details screen shows all the key information related to the Customer Request, including the following:
-
Date the request was first received
-
Assigned Associate’s Name and/or Store (Note: not shown in the Associate’s view)
-
Customer’s display name and contact information
-
Referral page
-
Whether the record is in the user’s Contacts book
-
The full history of the thread of events related to the request
Store Tasks
The Store Tasks listing screen shows the list of all Tasks across the selected Store(s) and Associate(s).
Each Task item in the list shows the Store and Associate, Due date, Assigned Customer (where applicable), type of request, time last acted upon, and a color-coded label indicating the request status.
Filtering the Store Requests list
There are two methods available for narrowing down the list, described below. The two methods work in conjunction with one another.
The dropdown allows viewing of pre-filtered lists of tasks by due date and status: All Active, Due Today, Overdue, Upcoming, Resolved and Dismissed.
The green Filter button in the upper right corner allows filtering by Store(s) (for Management and Admin users) and/or Associates with a single store, as elaborated in the next section. This new filter button exists across all the Manager views and is NOT available to Associates.
Task Details page
When a Task is viewed by a Store Manager, Management or Admin user via the Manager Views feature, the Task Details screen shows all the key information related to the Task, including the following which are also displayed in the Associate’s view:
-
Assigned Customer’s display name and/or contact information (if applicable)
-
Assigned Associate’s Name and/or Store (Note: not shown in the Associate’s view)
-
Reminder Date and Time
-
Task Details
Store Appointments
The Store Appointments listing screen shows the list of all appointments across the selected Store(s) and Associate(s).
Each Appointment item in the list shows the Store and Associate, Customer’s Display name, scheduled appointment time, type of appointment, and a color-coded label indicating the appointment status.
Filtering the Store Appointments list
There are two methods available for narrowing down the list, described below. The two methods work in conjunction with one another.
The dropdown (which is also available to Associates via My Appointments) allows viewing pre-filtered lists of Appointments by due date and status: Upcoming Appointments, All Unresolved Appointments, All Resolved Appointments.
The green Filter button in the upper right corner allows filtering by Store(s) (for Management and Admin users) and/or Associates with a single store, as elaborated in the next section. This new filter button exists across all the Manager views and is NOT available to Associates.
Appointment Details page
When an Appointment is viewed by a Store Manager, Management or Admin user via the Manager Views feature, the Appointment Details screen shows all the key information related to the Appointment, including the following which are also displayed in the Associate’s view:
-
Date the appointment request was received
-
Assigned Associate’s Name and/or Store (Note: not shown in the Associate’s view)
-
Customer’s display name and contact information
-
Appointment date and time
-
Appointment type
-
Referral page
-
Whether the record is in the user’s Contacts book
-
The full history of the thread of events related to the Appointment request
Filtering the Manager Views by Store / Associate
The Manager Views for Requests, Tasks, and Appointments expose a new filter in the upper right corner. This filter allows users to select multiple Associates from a single store, and for Management users and above, to select multiple stores at once. (Note: Selecting specific associates is only available when one store is selected.)
Store Managers can filter the Manager Views by Associate. The Associate filter allows selecting one or more Associates at a time.
Management and Admin users can filter the Manager Views by selecting one or more Stores. Users who see all stores will have the option to Save the stores they want to monitor regularly, by selecting those stores and clicking the new Save as My Stores.
|
One store selected: Associates filter is enabled |
Multiple stores selected: Associates filter is disabled |
Note: When multiple stores are selected, all Associates are automatically selected.
When only one store is selected, it is also possible to filter by Associate. The Associate filter allows selecting one or more Associates at a time.