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Add client name to AMP email

As you can see in the screen shot, the email that comes from AMP that indicates that you have been shared a report does not include the Asset name or organization. When an AMP report has been given a generic name, like 'Locations' in the screen shot, it is difficult to tell which client this project is associated with. Internally this is difficult to work with, but also for our larger clients with many projects it is difficult to understand which email is which.

  • Kevin Murphy
  • Aug 27 2019
  • Needs Clarification
  • Attach files
  • Kevin Murphy commented
    2 Oct, 2019 08:13pm

    Yes, Asset would be helpful. Just anything really that gives a better sense of what this report is about. :-)

  • Admin
    Tyler Gould commented
    2 Oct, 2019 05:04pm

    Hi Kevin,

    Im trying to think through how we could best add additional context in the subject. My concern is that there is no defined "Client" name in the system that we can use. we could look into using the linked salesforce data when applicable, but im not sure the salesforce account name or opp name would be a good idea either. Would [Asset] - [Report Name] work? I think that would be more helpful than the organization name, as there are some org names that I dont believe would provide helpful context.