Unecessary reminders | Feature Requests

Unecessary reminders

Shaun Boyer

If the customer did not give an email and did not opt in to text messages, there is no way to send a video message...but the workplan system still insists on sending a video. This is unecessary, nevermind frankly impossible. Should be updated so that if theres no opt in and no email the video message reminder in workplan is not activated.

Shelby Parker

Thanks for flagging this, Shaun Boyer — totally hear you. If there’s no email on file and the customer hasn’t opted into texts, it doesn’t make sense for the Workplan to keep prompting a video message that can’t be sent. I’m sharing this with the team to review and we’ll dig into what needs to change so that reminder isn’t activated in those cases. If you’re able to share a quick screenshot or the exact reminder wording you’re seeing, that’d help us confirm we’re looking at the same thing.

Shaun Boyer

Example of "Unable to send video", yet reminded to send a video...Patrick Strassman opted out of text and didnt provide an email.

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