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1. Enable Threaded Note Replies Email Notifications separately

   We are using notes to leave instructions for grantees on expense report line items. This enables threaded replies and facilitates communication easier. However, because expense reports often have multiple line times that require notation, we have had to disable the email notification that goes out when a note is initially added to the L3 records, otherwise they will get emails for each note, along with an email when revisions are requested on the L2 parent report.

   The problem we're running into is that the threaded replies then also don't receive an email notification. If we could have the option to disable the initial email but retain threaded reply emails, this would be very helpful.

   We are using notes to leave instructions for grantees on expense report line items. This enables threaded replies and facilitates communication easier. However, because expense reports often have multiple line times that require notation, we have had to disable the email notification that goes out when a note is initially added to the L3 records, otherwise they will get emails for each note, along with an email when revisions are requested on the L2 parent report.

   The problem we're running into is that the threaded replies then also don't receive an email notification. If we could have the option to… more

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   0 comments  ·  Communication  ·  Delete…  ·  Admin →
   Product Education  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   Please reach out to support or your customer success team.

   
   

   It’s unclear how you are disabling the initial email notification that is being sent (Is this a custom workflow configured to send that notification or are you suppressing system emails).

   
   

   Receiving both an email and an in-system notification when a note is added to a thread is expected behavior. Users can mute notifications at the individual thread level, and they can also manage their personal notification preferences at the system level to receive email notifications, in-system notifications, both, or neither.

   
   

   I'm not sure I understand how your system has been set up, or the business requirement behind disabling notifications for the initial note while still wanting subsequent notes in the same thread to generate notifications. Understanding the intended behavior and your configuration might be best discussed with Customer success or support who can walk your through your options and dig into the nuance.

   Please reach out to support or your customer success team.

   
   

   It’s unclear how you are disabling the initial email notification that is being sent (Is this a custom workflow configured to send that notification or are you suppressing system emails).

   
   

   Receiving both an email and an in-system notification when a note is added to a thread is expected behavior. Users can mute notifications at the individual thread level, and they can also manage their personal notification preferences at the system level to receive email notifications, in-system notifications, both, or neither.

   
   

   I'm not sure I understand how your system has been set up, or the business requirement behind disabling notifications for the initial note while still wanting subsequent notes in the same thread to generate notifications. Understanding the intended behavior and your configuration might be best discussed with Customer success or support who can walk your through your options and dig… more