Summary email links to connect you to a filtered dashboard
When you click on a link in the weekly summary email you should be taken through to the dashboard showing only the clients who are filtered according to the link you've clicked on e.g. 'Clients that require immediate attention'.
Currently you click on the link in the summary email and are taken through to your dashboard showing all clients (unfiltered) as usual.
2
votes
Kirk Miller
shared this idea
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Allie Smith-Cobb
commented
This email is worthless in my opinion. 1. It should list the client's names who are critical WITHOUT logging into the website. 2. You should make these tags viewable on the app so we can do our job on the go or at least manage our to-do list knowing who needs attention