Create and publish an announcement

Write an announcement and explicitly choose whether staff, customers or both can see it.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open Announcements and choose the new-announcement action.
2. Enter Name and write the Message in the editor.
3. Review Show to staff and Show to customers separately. Select only the intended audiences.
4. Choose whether the publisher's name should be shown.
5. Submit and verify the saved announcement and its audience selections.

Check the result

• The announcement is visible in the intended staff or customer view. The creation form does not provide an automatic expiry-date field.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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