Customer would like there to be an alert of some kind within the batch email functionality (either Email Account Statements or Email Accounts) that lets the user know when they are about to send an email to one or more accounts that are marked as hidden.
Product Area | Center Management |
Are customers at risk of leaving Procare without this item? | No |
Are customers going to competitors for this item? | No |
How does this impact the customer's business?
Customer has on previous occasions sent out batch emails accidentally to hidden accounts because the filter was applied and they were not aware. This leads to confusion and families of withdrawn students reaching out for clarification or to ask the school to cease contact. |
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Requesting Customer | KA of Aurora - 90181102 |
The current workaround is that they need to filter their list prior to opening the batch email. Video overview here.https://zoom.us/clips/share/AX-bM8vUUPoQ9YMOfdHOK7rujx_N_Cuk7bP_XeFjdpbxxC8bpMwoa6Jeee2XUoFLlcapsK64w_7R6k402QMci6dh.ZY0ASx98_Qy8FINY