Filter help

Casey Z. shared this question 13 months ago
Answered

I would like to filter leads that have not had a specific confirmation email sent to the customer. I don't think there is currently a way to do this. I can filter for leads that have had the email sent, but it doesn't work the other way.

"Email Log Template Name - does not contain - confirm details" is the part that doesn't work. It triggers if there have been any email templates sent that do not contain those words.



Here is the filter I'm working on https://rental.software/account/#/settings/filters/88199/filter

Comments (1)

photo
1

I have been testing this out and have found that the Email Log Template Name part of the filter only works alone...as soon as you add other things to it (status, delivery type, etc) it won't work!? I am putting a ticket in for this to see if this can be fixed

Leave a Comment
 
Attach a file