Please bring back archived files under the Customer so when an expiration item is reselected for a client its easier to find it under the customer instead of going to another section to refind the “archived” expiration items.

Vania Ariosa about 1 month ago

💡 Feature Request

Links in Reports are not functioning correctly

Vania Ariosa about 1 month ago

💡 Feature Request

Please make this easier to sort by TAGs if needed

Vania Ariosa about 1 month ago

💡 Feature Request

Can we have the ability to sort by TAG instead of Document Type as an additonal option.

Vania Ariosa about 1 month ago

💡 Feature Request

Columns can be added and can be sorted in a specific order but it does not stick in the same custom sorting in any section: Locations, Expiration Items, Contacts, Companies. Calendar Document Types can be added but do not stick either

Vania Ariosa about 1 month ago

💡 Feature Request

It would be very beneficial if we can use the bulk edit function to attach documents to multiple expiration items, some expiration items are on one big invoice, so it would be good if we can have that document attached to all relevant items by using the bulk edit feature :)

Zander Havenga about 2 months ago

💡 Feature Request

I would like the ability to insert nested bullets in unordered list without having to go to the coded view to code it in.

Christina Cowan 4 months ago

💡 Feature Request

Please bring back the “Search all Workspace” option!

Megan Taillon 5 months ago

💡 Feature Request

Allow Location fields to be displayed in the Location view (e.g. the “Code” Field)

Jim DeVico 5 months ago

💡 Feature Request

Please allow for a checkbox option for custom fields as this is helpful for use cases like tracking additional reconciled amounts.

Zander Havenga 6 months ago

1

💡 Feature Request

Add a quick preview button for attachments to allow users view files before uploading. This would let users verify the file prior completing the full upload process.

Lerenza Howard 6 months ago

1

💡 Feature Request

When creating a custom report please add the feature to select two specific workspaces rather than just one workspace or all workspaces.

Marion McDermott 7 months ago

1

💡 Feature Request

It would be great if we can add more file types to an expiration, such as .json files or small zip files to make licence management easier :)

Zander Havenga 7 months ago

1

💡 Feature Request

Improve the Dashboard page view, potentially by allowing users to close or minimize sections, as it can appear busy to new users.

Bridget Connolly 8 months ago

💡 Feature Request

Please add the option to create multiple expiration items when using the AI Scanner from a single Accord form to reduce manual entry. The reason I need this enhancement is because, when I can an Accord Form it has multiple Expiration dates and I have to create the other Expiration Items manually as the system is unable to scan one document and create multiple expiration items.

Bridget Connolly 8 months ago

💡 Feature Request

The ability to archive locations that are no longer active, rather than just deleting them, we need to retain historical data for potential future use.

Bridget Connolly 8 months ago

💡 Feature Request

Enhancement request is to allow users to view tags on Expiration Items in the Mobile App. The reason this is helpful is the employees in the field need to be able to organize expiration items by tag.

Anna Mathson 9 months ago

1

💡 Feature Request

Originally, I had selected to create a contact field under thinking that I would be able to add contact names, but the field automatically linked the names associated to the names that have been registered to under people/contacts. So, I need to modify the custom field from "contacts" to " "text", but that's not possible. Request is to allow the user to modify the custom field type rathe than having to delete it.

Blair Heindl 9 months ago

💡 Feature Request

I work mostly out of the calendar view and for items that I need to manually review it would be nice to be able to have a renew button right in the popup of an item on the calendar instead of having to edit the item, wait for the new screen to load and set the date in that screen. If the popup had a renew button that would take you directly to the ability to set the renew date that would be quicker.

dallen@rapidfinance.com dallen@rapidfinance.com 10 months ago

💡 Feature Request

We have a need to separate our license and certifications in Expiration Reminder, but the current system makes us have to enter a new hire multiple times for each workspace. There is a need to enter a New Hire only once - but be able to have that New hire assigned to multiple workspaces since the contact information would be the same across all workspaces. Currently we are having to retype the same information up to 3 times into each unique workspace. This would make our data entry much simpler. Thanks

Lory Lahtinen 11 months ago

💡 Feature Request