Reporting multiple "opened emails" on contact cards

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Kmyers1730
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Reporting multiple "opened emails" on contact cards

Postby Kmyers1730 » Fri Apr 05, 2019 12:50 pm

Hello! In my account and in the accounts of my clients we are noticing an usual amount of recordings on the workflow timeline for individual contacts that they have "opened" emails. It will show at times a dozen times that someone has opened the emails. Can you please advise on why this is happening? It is clogging up the timeline and making it difficult to see the recent notes we have put in to contacts. Thank you!
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Dave
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Re: Reporting multiple "opened emails" on contact cards

Postby Dave » Fri Apr 05, 2019 12:55 pm

Yes, we will look into a way of consolidating these into a single notification over the next few days. Until then, you can use the Workflow Timeline filters to show ONLY the notes. The filter looks like a thought bubble.
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Kmyers1730
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Re: Reporting multiple "opened emails" on contact cards

Postby Kmyers1730 » Fri Apr 05, 2019 1:44 pm

Excellent, thank you!



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Dave
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Re: Reporting multiple "opened emails" on contact cards

Postby Dave » Sat Apr 06, 2019 6:52 pm

This issue has now been addressed in version 5.0. Duplicate opens in a row will only show as a single open. If any other timeline event occurs such as a different email being opened, or a note is added to the CRM, or an invoice is created, etc. A subsequent opened email will be reported once more in the Workflow Timeline.
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Kmyers1730
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Re: Reporting multiple "opened emails" on contact cards

Postby Kmyers1730 » Mon Apr 08, 2019 2:45 pm

Thank you for resolving this so quickly!




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