Office Coordinators (OCs) Now Visible in Smart Visibility 🎉

Office Coordinators are now fully supported within Smart Visibility, giving customers clearer visibility into who is supporting their account and improving communication across the platform.

🎯 New OC Filter for Better Clarity

A new “OC” filter is now available across Smart Visibility.

• This allows customers and internal teams to easily filter and view activity associated with the assigned Office Coordinator.
• It provides quick insight into which OC is connected to each client.

💬 Improved Chatter Visibility

When a customer reaches out through Chatter, the assigned Office Coordinator will now automatically be included in the conversation.

• This ensures that OCs receive customer messages in real time
• No additional tagging from the customer is required
• Communication stays aligned and nothing slips through the cracks

Helpful Hint: Don't forget to receive email notifications of new messages! Head over to 'Settings' and toggle Email Notifications 'ON'!

📇 Office Coordinators Shown as Primary Contacts

OC visibility has been expanded across Smart Visibility to help customers know exactly who is supporting them:

• Details Drawer: The OC now appears as one of the client’s primary contacts
• Contacts Drawer: The OC is also listed here for quick reference and easy access

This creates a complete, consistent view of client contacts wherever customers need it.

💡 Why This Matters

These enhancements ensure:

• Clear and consistent display of Office Coordinator assignments
• Smooth communication between customers, OCs, and the Customer Success team
• Accurate representation of the OC role across Smart Visibility’s interface