It's important to many businesses to be able to track if and when a Proposal, Approval and/or Payment Request has been seen by their customer. The way we have it set up in Urable is for the business to be able to see when the link to the actual Proposal, Approval or Payment Request has been opened, not just when the email or text that carry it have been opened (see bottom of page for this). Here's where you can see the "Open" status of each of these documents:
NOTE:
In the past (with Metadata) you were seeing only when the email itself was opened, not the actual link to the document, and this was way over reported. Now, with the Message Center, you are seeing the actual time the link is opened for a Payable Invoice, or Approval or Proposal. If it was opened multiple times you won't see every time that is was opened logged but you will see the most recent time.
Proposal
located in the top menu bar
click "Pending" proposals
if opened, each will have a time/date stamp
Approval
located within the job
click on job and click "Approvals" in top menu bar
if opened, each will have a time/date stamp
Payments
located in the top menu bar
click "Pending" payments
if opened, each will have a time/date stamp
NOTE: the above will not tell you how many times something has been opened but it will give you the most recent date/time that it has been opened
NOTE: To see when the email or text that carry a Proposal, Approval or Payment Request has been "Delivered" or "Opened," go to the Message Center (side menu) and click on the message for the status:
The only way for the Delivered tag to be logged is if the message did successfully hit the customer's phone (with a text) or email platform (with an email)
click on the message or the information icon (i) for status information
The only way for the Opened tag to be logged is if the customer actually clicks on the email (but not the link to the attached document)
click on the message or the information icon (i) for status information
