My-Inbox
As an employee, I want to see a real-time notification count on the Inbox icon so I know immediately when a new Lead or Sale Order requires my attention. This ensures that no actionable tasks are missed and response times remain fast.
As a Sales Rep, I want to filter my inbox by category, such as Leads, Sale Orders, or Service Requests. This functionality allows me to easily prioritize high-value sales tasks over general administrative notifications.
As a Manager, I want to receive Expense and Leave approval requests directly in my inbox. Centralizing these requests allows me to review, approve, or reject them efficiently without needing to navigate away to a separate HR or finance module.
As a Service Technician, I want to click an item in my inbox and be taken directly to the specific Service Request record. This direct linking ensures I can begin fulfilling the service immediately without having to manually search the system for the right ticket.
As a system user, I want the ability to mark notifications as "Read" or "Archived." This helps me manage my daily workflow by keeping my workspace clean and allowing me to focus exclusively on pending tasks.
My Outbox
As an employee, I want to see a comprehensive list of all requests I have sent to other departments. Having this historical record ensures I can always reference my outgoing communications and delegated tasks.
As a system user, I want to see a Status Indicator—such as Pending, Seen, or Completed—on each outbox item. This transparency lets me know whether the recipient has started working on my request or if I need to send a follow-up message.
As a Sales Rep, I want the ability to recall or edit a request from my outbox if it has not yet been opened by the recipient. This safety net allows me to correct errors in a Sale Order before another department, like the warehouse, begins processing it.
As an employee applying for leave, I want to view the comments and reasoning in my outbox if my request was rejected. This context ensures I understand exactly why a decision was made and what steps or corrections I need to take next.
As a Department Head, I want to export my outbox history to a CSV or Excel file. Having export capabilities allows me to analyze inter-departmental response times, identify operational bottlenecks, and generate performance reports.