From 022e4b5ca82134cf36fe29b82a57632ac6789fbe Mon Sep 17 00:00:00 2001 From: Brock Wilcox Date: Sat, 5 Sep 2026 14:57:44 -0400 Subject: [PATCH] User guide: Request export columns and cancellation email recipients (#5681, #5606) Lists the Request Sender, Comments and Type columns in the Requests export, and notes that cancellation emails now also go to the Partner user who submitted the Request. Co-Authored-By: Claude Fable 5.1 Claude-Session: https://claude.ai/code/session_01LMAt57FU2qBq45yR7YCsEZ (cherry picked from commit 72eb916bfd908a475cdf2a338ddb92526558fb69) --- docs/user_guide/bank/essentials_requests.md | 7 +++++-- docs/user_guide/bank/exports.md | 5 ++++- docs/user_guide/bank/request_mailer_preview.md | 4 +++- 3 files changed, 12 insertions(+), 4 deletions(-) diff --git a/docs/user_guide/bank/essentials_requests.md b/docs/user_guide/bank/essentials_requests.md index 56e7d19ae3..d1ade9ec1f 100644 --- a/docs/user_guide/bank/essentials_requests.md +++ b/docs/user_guide/bank/essentials_requests.md @@ -123,7 +123,7 @@ You will be prompted to provide a reason for the cancellation. The Partner will receive an email notifying them of the cancellation. ![cancel Request email](images/essentials/requests/essentials_requests_cancel_email.png) -NOTE: This email goes to the Partner, rather than to the User who sent the request. +NOTE: This email goes to the Partner's main email address *and* to the Partner user who sent the Request (if they are different). The Partner's main email is often a director or a general mailbox, so this makes sure the person who actually placed the Request hears about the cancellation too. ## Exporting Requests @@ -132,7 +132,10 @@ To export the Requests from the Request list, click "Export Requests" This will create a .csv file with the following information for each filtered Request: - Date -- Requestor (partner) +- Requestor (the Partner's name) +- Request Sender (the Partner's email address) +- Comments +- Type (Quantity, Child, or Individual) - Status - For each of the bank's items. - the quantity requested diff --git a/docs/user_guide/bank/exports.md b/docs/user_guide/bank/exports.md index 634d1dac9f..7cfaaa2917 100644 --- a/docs/user_guide/bank/exports.md +++ b/docs/user_guide/bank/exports.md @@ -414,7 +414,10 @@ The default is all Requests in the last 60 days ### Contents of Requests export For each filtered Request, - Date, -- Requestor (i.e. partner) +- Requestor (i.e. the Partner's name), +- Request Sender (the Partner's email address), +- Comments (the comments the Partner entered on the Request), +- Type (Quantity, Child, or Individual -- see [Requests](essentials_requests.md)), - Status, and - the quantity of each Item requested. There will be a column for each unit that you have enabled for each Item. diff --git a/docs/user_guide/bank/request_mailer_preview.md b/docs/user_guide/bank/request_mailer_preview.md index 3b1b716e58..7370fbec6d 100644 --- a/docs/user_guide/bank/request_mailer_preview.md +++ b/docs/user_guide/bank/request_mailer_preview.md @@ -1,6 +1,8 @@ From: -To: +To: , + +(This email goes to the Partner's main email address and to the Partner user who submitted the Request.) Subject: Your essentials request (#1042) has been canceled.