Name of Feature/Request: Sharing report in Striven; adding contacts auto confirms & sends email
What financial, time savings, or quality of life improvements will occur from this: have the ability to confirm or save contacts before sending out the email when sharing reports in Striven. Customer Requirements: a send or save button to confirm the desired recipients before sending the shared report notification. Things to Consider: If the wrong name is entered or someone is added that shouldn’t be, it automatically sends the shared email to that person. Files/Links/s: Original Description: Added by System as Task Type was changedFor Advisor Use OnlyArea of System: Reports
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: Added by System as Task Type was changedFor Advisor Use OnlyArea of System: Reports
StrivenID: 1468734