Vendor dashboard chart

Casey Z. shared this question 34 days ago
Answered

There is a preset chart called "Vendor: Upcoming Schedule". I believe the two columns are showing Email Sent and PO signed. If that is the case, I don't think the Email Sent column is working correctly. The vendor PO has been sent on each of the circled leads below. You can see it in the log, and you can tell because they have signed.

If "E" means something else, please let me know. Otherwise, can you figure out why it isn't working consistently?


203d47aa03f870fa7237b396e190fb5b

Comments (3)

photo
1

We are having our developers take a look and will let you know what they advise!

photo
1

Hello!

Here is what our developer advised:

E means "a PO email went to the vendor's current saved address". If a vendor's email changes, earlier POs won't show as sent. Making E follow the PO itself regardless of address is a bigger change we're scoping separately.

Thank you!

photo
1

Oh wow! I didn't even realize that this issue was limited to two vendors. I see that we changed the email address for one vendor in August, so that one will not be an issue going forward.

The other issue is with a vendor who has two email addresses. Can you guys do anything about that? She has two email addresses in her vendor profile, emails are sent to both addresses, they both show up in the log, but the dashboard chart does not seem to recognize it.

Vendor: https://rental.software/account/#/settings/vendors/32033/vendor

Lead 70814443

photo
1

I am updating the developers to see if they are able to make any changes.

photo
1

The developer advised we will soon support tracking multiple vendor emails if they are comma-separated.

photo
photo
1

Good news — the issue you reported has been resolved. It may take up to 24 hours for the fix to appear in your account. Please let us know if you have any questions.

Leave a Comment
 
Attach a file
Access denied