Add identifying subscriber info to notification emails
complete
A
Amirah Mahmood
complete
The Daily Digest email notification now contains subscriber information such as name and user ID number for easy identification. This is especially useful for admin users who manage multiple subscriber accounts.
L
Lucy Borne
This is becoming a larger pain point for Equitable:
Use case:
The notifications sent by FMG suite regarding compliance cases or activities do not show the name of the advisor that owns the account. Since all accounts are set up for email delivery to the general inbox managed by the assistant at info@planpwg.com the assistant must check each advisor profile until she finds the rejected case.