Hey @Nestor-Matos, Welcome. Please feel free to write any setup questions you have here, or join the Disciple.Tools discord server. Then ask any questions on the #setup-and-questions channel.

Hi friends, The objective of the contact update notifications is that the project/team is reminding the assigned user (record owner/responsible user) to keep progressing with the contacts assigned for them to steward. Therefore, the update trigger timing is based off the contact status. The update needed is reset by comments from the assigned/responsible user or status change. It can be overridden with a trigger a the top of the contact record. Other users (digital responders and dispatchers) frequently add details to the conversation without actually being a substantial progress update and therefore do not automatically reset the update needed trigger. All of these settings can be tweaked or completely turned off in the Admin > Settings (D.T) > General Settings tab > Update Needed Triggers section. There is a tick box to enable/disable the update needed notifications and the timing and text of the individual notifications are set within that section.

@jaichele70 https://static.metricool.com/API+DOC/API+English.pdf

@Corsac Hello. I would like to upvote this, if possible! It sounds amazing.

@micahmills, thank you so much!

Hey @jtcurtis Say we have an option "make emails generic". An admin could toggle it on. We would end up with notifications something like these: you have been assigned a contact you were @mentioned on a contact update needed on a contact new comment added to a contact a contact has been updated The option could just turn some of those off by default for all users, like "a contact has been updated". Cool idea with the merged option. I'm thinking it will be more complicated that we need at this point. There is also the option to receive notifications via whatsapp.

@Corsac, awesome…thanks so much!

Hey @User27, That doesn't sound good. Can you tell me which magic link you are using, how you are accessing it and if your user is signed in?

Hi @CoHo-redemptionpoint, My guess is that yes it will work. DT also has a way to do it natively with some setup. See https://disciple.tools/user-docs/features/sso-login/

@Corsac Thank you. I agree it will be an awesome feature.

@Corsac Thank you. That, at least, is less time-consuming than going to each of my nine sites and making changes individually. I will run a test this week.

Thanks @mbrown!

@Corsac thanks for the suggestions here. We'll be trying with these plugins.

Thanks @CairoCoder! https://disciple.tools/plugins/metrics-gap-list/ can now also be installed from the Extensions (D.T) tab: [image: 1721230402171-a9e73631-80f8-4549-86a2-44aa9438052f-image.png]

@Corsac thank you for your quick response! I have (or at least as of last week had!) the most updated versions of both D.T and the plugin. From the error log, it looks like the issue is that it wants me to update (or fill in) most/all unanswered fields. I don't want my users to have to fill in every field (but I would like them to fill out the fields for which they have information)... The error log is showing this message: update_post status: 400 key_select value must in string format: faith_status {When I fill in the specified field, it continues to be unable to update the contact and the error log shows that the next blank field needs to be filled in.}