patrick.allossery

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  • in reply to: Apply sending limitations on custom roles #43831
    patrick.allossery
    Participant

    Hi Shamim,

    Thank you for your reply, but I would appreciate a bit more guidance. I’ve loaded the shortcode ([fep_shortcode_new_message_form]) and the message form appears on the page. However, I do not know how to implement this part of the solution:

    “You can set programmatically set “to” value so that this goes to directly to that advisor.”

    How do I programmatically set the “to” value?

    Also, when I install the shortcode, the menu disappears, whereas I want the menu to show.

    Looking forward to hearing back from you,
    Patrick

    in reply to: Apply sending limitations on custom roles #43821
    patrick.allossery
    Participant

    Hi Shamim,

    Here’s a bit more information that I hope will make what I’m hoping to achieve more clear.

    Currently, when a client goes to initiate a message to their advisor, they will see under the “To:” dropdown a choice of multiple financial advisors. This is because I have given all of the financial advisors the role of admin. My reason for giving financial advisors the role of admin is to ensure their clients can send them messages. Otherwise, they would be blocked. The reason they would be blocked is that I’ve used Role to Role Block (All Roles) to prevent clients from emailing one another (ie, non admins).

    Ideally, I would like to hide the “To” field from view for clients, and make it so that when clients send a message, the message will automatically go to the inbox of their specific financial advisor (and only their financial advisor).

    I’m hoping this can be accomplished using the roles I’ve already created, as mentioned earlier. Thus, for example, if a client is logged in under the ClientsFinancialAdvisor1 role, any messages they send would automatically go to the financial advisor with the role FinancialAdvisor1.

    So I’ve got this far, but as I said in my original message, I don’t know how to implement the next steps to make this happen.

    I look forward to hearing from you,
    Patrick

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