Experience the difference of "Elite".

Third Party notes should have a bit of control

Status: Closed 2 Votes
Glenn Moore
Dec 1, 2012 11:39 AM
Joined Nov, 2012 79 posts

Hi, I am a new user (as of a month ago) and loving the system!

I have a small suggestion around Third party notifications. Is it possible when configuring a Third Party (in the box with name, email address, etc) to have a checkbox that controls the default checkbox to send email when blocked time is entered?

My issue is that I often update my blocked time with *potential dates* (not confirmed) for family or friends. Although it gives you the option when creating the blocked time to send or not to send to the third party, I often forget to un-check the send box (by default it is checked) and I keep sending these potential blocks to my cleaning service which then mistakenly interprets the email as a visit and schedules a cleaning.....

Michelle J
Dec 1, 2012 12:48 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Glenn,

Good idea! I believe an upcoming update to Third Party Alert emails, which will make them use the same email template system that other emails use, will take care of that problem. All email templates have a "select by default" option at the bottom.