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Centime Ideas
Status Released
Categories Foundation
Created by Sophia Yu
Created on May 20, 2024

The Business Entity is not named in the body of Task Reminder emails

^I chose Payables as the category as the field was mandatory but this would apply to all types of Tasks.

What is the use case?

Client overlooked the email subject of a task reminder email and didn't realize which Entity the reminder was for. She did not click on the "Review" link in the email itself.

Impact?

Clients may overlook the subject line of an email as we are all used to getting all the info we need from the body of an email.

Is there a work around?
  • Look at the subject line of the Task Reminder email

  • Go into each entity & look at the notifications center > Tasks

Proposed solution?

Similar to the initial notification email, can tasks indicate which Entity the tasks are intended for in the body of the task reminder email?

Client / Prospects AWAITING (internal only) Lytho
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  • Prahlad Rebala
    Reply
    |
    Jun 11, 2024

    @Guest This has been done. Our clients should be seeing the client name/entity name in the email body