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Vera Suite - Feedback Portal
Status Needs review
Categories Reports
Created by Guest
Created on Oct 24, 2022

344 Make the Email Subject field in the "Subscribe to Search Results" Report Option Customizable

It would be very helpful to create a field for clients to customize the reports they are requesting. Specifically for the "Subscribe to Search Results" report. Especially for the above mentioned report. Most group client users seem to like to get individual reports for each location so they can fwd or follow up with the respective manager at that location. Without the ability to customize this field, every location's report has the same email subject field. This REQUIRES the group user to have to open every email to see which location the report is for.

The most recent example is Brian Milleman (Group Admin for New Country Auto Group). He does not work out of any individual location and relies on these reports to stay engaged with and aware of the onsite programs at his stores. He gets an individual report for each location. He has to open each email and each report to identify which location that report is for so he can follow up with the appropriate manager. Having a "subject field" in the email identifying the location would allow him to expedite this process. I've had other clients ask for this previously, but Brian is the most recent, fresh example.

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