Posting to the pinboard

All internal staff members with read access for a case can post messages. It is not required to be assigned to the project.

You can compose a message in the message field and send it by clicking the “paper plane”. Hyperlinks are sup­ported, meaning that pasted URLs are turned into working links after sending the message. If necessary, the text will be shortened.

You can delete your own posts individually using the Delete message function.

In order to address additional or individual staff members, enter @initial, @name, @login-name, or click the profile image on the right-hand side. An addressed person doesn’t need to be a follower.

To address all project members, enter @all.

The following channeling scheme is offered to channel "news floods":

• "We won the project!": Notify all followers.
• "@ALL We won the project!": Notify all project members.
• "@XYZ please arrange a workshop": Only contact directly addressed employees.
• @PUBLIC: public postings (see below).

In installations in which customers or partners are offered to track and create service calls or other cases in a por­tal, and also use this portal to communicate via the pinboard, it is important to be able to control which pinboard posts should be public.

This is possible by using @PUBLIC in the pinboard post. If the entry contains this addressing, it will be published in the portal if its implementation makes use of this information.

The pinboard can be configured via variables of the process (i.e., e.g., individually for different service call types) so that the user needs to decide in a submenu when sending whether the post is "public" or "internal". If one chooses "public", the entry is given the @PUBLIC addressing on a new line. It is highlighted by a color in the CRM pinboard.

The input field of the pinboard is an HTML editor in which emoticons (emojis) can be inserted via a selection dialog, grouped by themes. Each usage is counted, and the system determines preselected favorites on a per-user basis.

The emoji keyboard of Windows 8/10 is supported. The icons are mapped to images (Web client only).

As soon as something is posted to the pinboard, a notification is automatically sent to all followers or only to the addressed employees (even if there are other followers). The message includes the name of the author and the date.

The recipients can open the pinboard from the message using a hyperlink. If a user doesn’t have access to the proj­ect, they can read the message, but cannot open the pinboard.

All internal staff members who are also project members can track cases. They are listed on the right-hand side, including their profile image, their presence status and their follower status.

You can follow by clicking the picture or your own "follow" icon at the top right. In addition, in My Data, each user can find the flag Follow pinboard in the case lists. It gives the user an overview of the cases they follow. The flag can be edited. Hence, you can conveniently make yourself a follower of multiple cases.

If a user cannot track a case due to a missing role, the system offers support:

1. If the user addresses a staff member who is not a project member, the system asks the sender after sending the post whether the user should be added to the project.
2. If the user is not a project member, they are asked when attempting to track whether they want to add themselves to the project. To do this, she or he requires write permission for the project.
   If write permission has not been granted, the user is offered to send a request for admission to a project member.

The presence statuses, "online", "off-line" or "not available", are displayed statically in the follower list to the right next to the name (and switched between the clusters). You can change your status globally by clicking your presence icon.

The system is able to post to the pinboard as well. Events that trigger such posts are, for example, a change made to the contents of specific case fields or the generation or finalizing of a specific activity. System messages can be noticed immediately by their JustRelate CRM icon.