Management

Keep tasks, client wants, and notifications in one place

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Follow-ups live in your head, client wants live in your phone, and notifications pile up in your inbox. My Desk brings them into one panel you can open from anywhere in Elefta, and close again without losing your place.

Tasks

Create a task with a type, priority, due date and the person it's for. Break it into checklist steps, link it to the customer, product, sale, memo or repair it's about, and discuss it in a comment thread. Tasks are grouped into Overdue, Today and Upcoming. Switch between My tasks, Delegated (tasks you gave someone else) and Team. Whoever a task is assigned to is notified when they get it, when it's due, and if it's overdue. Snooze a task for an hour when you can't get to it yet.

Wants

Record what each client is looking for, and Elefta checks it against your inventory and Signals for you. Each want shows whether it's a match, such as "3 in stock" or "1 Signal," and an Offer button to act on it. Switch between Everyone and Mine, or search by client, brand or reference.

Notifications

New and earlier notifications sit in one list. Mark them read one at a time or all at once, and search them. Notifications now cover tasks, want matches and Signal matches, as well as sales, memos, repairs, inventory and team events.

Choose how you hear about things

In Settings, then Notifications, each person picks what reaches them for each event: an in-app alert, an email, or both. Emails can go out as it happens, as an hourly digest, or as a daily digest sent each evening. The Elefta mobile app gets push notifications for the same events.

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