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customer notes updates

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Norm Rasmussen
2022-10-20 09:30:51 -04:00
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CustomerNotes/DouglasElliman.md
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@ -24,3 +24,13 @@ Current Issues:
* They need the new inactivity nudge to list ALL courses that they have been inactive for
* They are recieving a lot of quesitons from agents about WHICH courses they need to complete
* Kathleen on PTO next week. 10/2/-10/7
## 10/18/2022
* Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship.
* Recieved an update regarding inacitivity nudge bug and that everything is working now.
* She wants to setup specific inacitivity nudges for specific courses.
* Forwarded me an example email to use the copy in Northpass comms.
* Ask Marek - how to access properties? Can we change the hyperlink highlight color to the brand's colors? Also ask if we can remove the "and x number of courses more".
* Want better certificates. It takes Kathleen a lot of time to find, download, and send.
* Either when they click a completed course, be brought to cert, or have a certs page with all cert links they have accomplished.
* Charlie is working on managers that can be pulled into a report? She wants to easily filter and see who the person's manager is so that Kathleen can inform the manager of who hasn't completed a mandatory training. This is from the end of September.