Share Your Callout / Create a Similar Callout for Someone Else

\# written by training admin | last published at october 30, 2022 \# you can share your callout with someone else or create a similar callout for someone else within your organization ! please note you can share your callout with anybody within your organization, however, it will only work for the user, who has the same module, where callout has been taken from otherwise, the shared callout will have an ‘access error’ for example, if you work with a warehouse module and you want to share a callout on confirmed boms with someone who works with a crm module and does not have access to the warehouse module – the callout will not work for them share your callout with someone else within your organization you may want to do so, if you want other users to see your user notifications in the callout you are sharing to do so, go to your user settings (the far top right hand side of the screen and click on your user picture) => press ‘manage callouts’ from the drop down menu => double click on the callout you want to share => when it’s opened, in the ‘user’ field choose the person you want to share it with / if you cannot find the person, click on ‘search more’ and you will find them there => click on ‘save’ button this means now that other user within your organization can see your callouts (your active tasks, your todo list, etc ) create a similar callout for someone else within your organization you may want to do so, if you want other users to have a similar callout as yours but see their user notifications on it to do so, go to your user settings (the far top right hand side of the screen and click on your user picture) => press ‘manage callouts’ from the drop down menu => double click on the callout you want to share => when it’s opened, in the ‘user’ field choose the person you want to share it with / if you cannot find the person, click on ‘search more’ and you will find them there => in the ‘domain field’ type in the user id who you are sharing it with => click on ‘save’ button you can find your user id when you go to user settings => preferences => you will see it in the bottom right corner if you need to find other user id who works for the same organization, chose this person from the ‘user’ list, then click on the extra info button ( ) => you will see it in the bottom right corner