Name of Feature/Request: Add merge fields to collections workflow email.
What financial, time savings, or quality of life improvements will occur from this: Things to Consider:
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on eltonandthompsonpc.striven.com
Conversation started on Friday, September 27, 2024, at 15:02 (GMT+0) [15:07] Elysha Thompson: Hello I am new to Striven. I am currently setting up our system. I am currently in the Collections Workflow, setting up the payment reminders. As we are not going to be having our clients use the portal, I need to be able to have additional merge fields to select from in the drop down menu, such as the invoice number, the name of the project, the date due and the invoice. I would appreciate it if you could add this to the “Wish list” for Striven programmers. Thank you. [15:07] Faiz has joined the conversation [15:08] Faiz: Good morning Elysha! [15:08] Faiz: Give me a moment while I look at your request. [15:11] Faiz: Okay, looks like you are requesting for an Enhancement request. [15:13] Elysha Thompson: What is that? [15:13] Faiz: These are requests that our customers submit to us to add new features to Striven. [15:13] Elysha Thompson: ok [15:14] Elysha Thompson: Is there somewhere on the website to specifically do this? [15:15] Faiz: I will open a task for you and there is already a request open on this. [15:16] Elysha Thompson: Thank you. If I wanted to do this myself in the future, where would I go on the website? [15:17] Faiz: No you can come here on chat or submit a ticket with the request and we will open the Enhanecement request for you. [15:17] Elysha Thompson: Great, thank you! Have a wonderful day! [15:18] Faiz: You’re welcome and you too have a wonderful day. [15:19] Faiz has left the conversation No tawk.to live chat account ? Create one for free here!
Added by System as Task Type was changed
Request Overview - To be filled out by Striven Team
Result: New Task - Enhancement Request
StrivenID: 4801278