^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. ![]() Lytho_IA approval request entity in body of email notif.pdf |
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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. |
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Is there a work around?
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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? |
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Client / Prospects AWAITING (internal only) | Lytho |
@Guest This has been done. Our clients should be seeing the client name/entity name in the email body