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Question

Test emails show up in client feed - Should not be visible to client

  • June 20, 2024
  • 3 replies
  • 16 views

Nicole Bouchard

It seems that when we use the test email function for sending contracts and proposals the [TEST] notification shows up in the Activity Feed visible to the client. I validated this with support today to be sure. 

That makes very little sense, the whole point of sending a test is to keep my client from seeing me struggle to setup the email… but they are exposed to all my trial and error in the feed! 

BTW - If I could only view the portal from my client’s POV I could have also checked this without needing to bother your support team. (Which is an idea I’ve seen and upvoted, but would 100x if I could) 

3 replies

Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • June 20, 2024

Hey @Nicole Bouchard,

This doesn’t sound like expected behavior! I see that you’re already in conversation with our Support team. Please let me know if they can help you get this resolved! 


Nicole Bouchard

I would appreciate some help. Support team confirms it is happening and doesn’t seem to think it is an issue. 


Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • June 20, 2024

How is it that you were sending your test file? I’m including the Help Center article on sending tests here. Are these the steps you followed?

It is true that there isn’t a way to view the client’s portal as they would see it but it is an existing feature request that I see you’ve already upvoted!