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I would like to schedule a handful of users into a private opportunity without having to assign them to a user group, or assume each individual users profile. If the scheduling button can include the option to type in a opportunity ID, that would feel appropriate.
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5 Comments
Julia Sonen posted 11 days ago
Thanks Miranda! It turns out that the opportunities were "flexible" in duration, and at the moment flexible opportunities can not be scheduled.
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Miranda Martin posted 12 days ago
I have a few opportunities like this. They are private and not attached to a user group, and I schedule volunteers by either using the scheduling feature within the opportunity or within the volunteers profile (from a manager's view - I do not have to assume their profile).
I wonder if that would work for your needs?
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Shonie K. posted about 1 month ago Admin
Hi Julia,
It looks like you still have an active ticket with KJ on this topic with an alternative solution you're working through. I hope she's able to help! In the meantime, I will still log a request for the ability to bulk respond for multiple users to a non-shifted opportunity.
Best,
Shonie
CX Specialist
she/her
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Julia Sonen posted 2 months ago
Unfortunately this will not be a one time action, but rather something I need to do for multiple opportunities and users over time. I would not like to repeatedly file tickets each time I need to assign multiple users to a opportunity.
At the moment, it looks like even if a private opportunity is shared with a user group, I can not bulk schedule users within the group.
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Shonie K. posted 2 months ago Admin
Hi Julia,
I believe this is a question better suited for our support team at support@galaxydigital.com. I will make this into a ticket for us to help you with. Be on the lookout for an email from us soon, thanks!
Best,
Shonie
she/her
CX Specialist
0 Votes
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