Add Notification Feature to alert when client completes a Task
complete
Dominique Chapman
It would be really helpful if there was a notification setting that can be toggled on/off to allow you to receive notifications when a client completes a task, such as completing document uploads or completing the questionnaire. The feature can allow you to turn on notification emails and/or dashboard notifications. I would prefer to receive an email, but some advisors may just prefer to have a notification in the Harness dashboard to not clog up their inbox.
Caroline Lukins
updated the status to
complete
Thanks for voting on this top product request. We're excited to announce that you’ll now receive a daily digest email and real-time in-app notifications when your clients upload to an engagement or their taxpayer permanent records.
Looking ahead, we’ll be introducing additional types of notifications for client activity, including completing tasks like questionnaires and e-signatures.
Thank you for your valuable input. Let us know what you think and where you’d like to see this feature go in the future—we are listening!
Photo Viewer
View photos in a modal
Caroline Lukins
Dominique Chapman: Thanks for your thoughtful feedback. We can see how detailed engagement lists in the daily digests would make them even more useful. The team is looking into this and I've created a new post to track the request to keep you up to date -"Enhance Daily Summary Emails with Detailed Engagement Information". Thanks, again!
Caroline Lukins
updated the status to
in progress
Caroline Lukins
updated the status to
planned
Dwight Clancy
Merged in a post:
Ability to configure which clients advisor gets email updates from
Tariq Soliman
Configure for which clients we get email notifications for when they complete tasks, upload files and sign authorizations
Dwight Clancy
Merged in a post:
I want to be notified of recently completed client uploads
Francis Connelly
Advisors would like to be notified when the uploads are marked complete by a client in the portal
Dwight Clancy
updated the status to
under review
Tariq Soliman
Kelley Maddox added some insight in our bi-weekly call that the notifications are especially pertinent to new leads - Currently, when he gets off an intro call he cannot send an invite to the portal immediately after the call on his own, and he does not know if the prospect uploaded documents.
Dwight Clancy
Merged in a post:
Email Notifications
Zach Alexander
How can you lunch a portal with no notification. How are the advisors going to know if clients upload files. When advisors has many clients to go in a check the recent activity seems super inefficient