Does anyone know the difference between the Ops Manager assigned to the property vs the Ops Manager assigned to an individual opportunity? Specifically, if the customer logs into their portal, what will they see?
For example, if the property ops manager is Jason but the PHC opportunity has Ryan as the ops manager, will they see Ryan or Jason’s name when viewing an invoice for PHC? Will it be Ryan or Jason that receives notice if the customer submits a request/property issue online?
+15I’m not really sure - but you could test it by creating a fake client property and logging into the portal. My guess is that they would see the Property Ops manager because I think issues can be made without there being an opportunity but I’m not well versed in this. Hopefully someone else knows!
I’m not really sure - but you could test it by creating a fake client property and logging into the portal. My guess is that they would see the Property Ops manager because I think issues can be made without there being an opportunity but I’m not well versed in this. Hopefully someone else knows!
Thanks! I tested it this morning and it doesn’t seem to do anything at all. The only contact information that shows to the client is the “Branch Manager”, which is listed as the Account Owner in Aspire. Issues only go to the Account Owner, not the Ops Manager. Maybe we could change with a setting, but I wanted to share in case anyone else is wondering.
+15OK - I think in a way that makes sense to me b/c I was surprised it actually was going to an ops manager. It seems like most client facing communications would go through the Account Owner. Thanks for looking in to this!
+24https://guide.youraspire.com/docs/creating-an-issue
Aspire sends email notifications whenever you create or update an issue. These emails include a history of changes made, except for non-public comments, which are excluded from emails sent to customers.
By default, issue emails are sent using your Company Name. However, you can configure issue emails to be sent from the Branch Name instead. To enable this setting, go to Admin> Application> Issues screen and update the Issue Email from Branch Name checkbox to use the Branch Name. This ensures that customers and recipients see the branch-specific sender information in issue-related emails.
Recipients of Email Notifications:
Property Account Owner (excluded if this person made the update).
Property Operations Manager (excluded if this person made the update).
Contacts listed in the Assigned To field (if not the updater).
Property Primary Contact (if Include Client is selected).
Current Branch Manager (when the issue is created or updated in Aspire Mobile).
If the opportunity operation manager is different with the property operations manager. I believe the issue notification goes to the opportunity operations managers.
Since we are using issue feature a lot. To avoid too many emails, we keep the property operation manager and opportunity operation manager field as blank.
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