Unordered List - Nested Bullets

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 About 2 months ago

💡 Feature Request

Search All Workspace

Please bring back the “Search all Workspace” option!

Megan Taillon 3 months ago

💡 Feature Request

Location View Enhancement - Display Additional fields

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

Jim DeVico 3 months ago

💡 Feature Request

Enhancement request for custom fields

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

Zander Havenga 3 months ago

1

💡 Feature Request

Enhancement Request for quick preview button for attachments

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 4 months ago

1

💡 Feature Request

Add option to sort by last name in the "People" tab.

It would be helpful to have the ability to sort people by last name in the "People" tab.

Sonya Jennings 4 months ago

1

💡 Feature Request

Add ability to choose two workspaces in Custom Reports

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

Marion McDermott 4 months ago

1

💡 Feature Request

Allow more file types to be attached to expirations

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 4 months ago

1

💡 Feature Request

Improve the Dashboard page view

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

Bridget Connolly 6 months ago

💡 Feature Request

AI Scanning - Create multiple expiration items

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 6 months ago

💡 Feature Request

Please add the ability to Archive Locations

The ability to archive locations that are no longer active, rather than just deleting them, we need to retain historical data for potential future use.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 6 months ago

💡 Feature Request

Enhancement request to view tags in the Mobile App

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 7 months ago

1

💡 Feature Request

Request is to allow custom fields to be modified from contacts to text

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 7 months ago

💡 Feature Request

Renew from Calendar View

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 8 months ago

💡 Feature Request

Contacts/Workspaces

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 8 months ago

💡 Feature Request

Missing Data

We have observed discrepancies in the data and are increasingly concerned about the integrity of the records being maintained in the system. Specifically, we have identified instances of missing records, which raise doubts about the reliability and completeness of the data. Given the critical nature of accurate data for our operations, we would appreciate it if you could urgently investigate this matter and provide clarity on the root cause. Additionally, we would like to understand the measures in place to prevent such issues and ensure the integrity of our data moving forward. Just an example please refer below records related to insurance. Faith Santiago f.anna@arpm.com.qa 2025-04-12 - 2025-04-19 Items expiring next week Name Category Day Month Year Owner Location Building Insurance Insurance - Auto Renew 19 April 2025 Faith Santiago St. Germain 195 Extractor Fan for Anti-Smoke System on Staircases in Building #1 and #2 Maintenance - Auto Renew 18 April 2025 Faith Santiago St. Germain 195 Items expiring next month Name Category Day Month Year Owner Location ARPM Islamic Product Term Deposit for £5M with QIB UK Generic 1 May 2025 Faith Santiago U.K Building Insurance Insurance - Auto Renew 19 April 2025 Faith Santiago St. Germain 195 Extractor Fan for Anti-Smoke System on Staircases in Building #1 and #2 Maintenance - Auto Renew 18 April 2025 Faith Santiago St. Germain 195 Gas Supply Subscription Utilities - Auto Renew 30 April 2025 Faith Santiago St. Germain 195 Golf Cart Vehicle Insurance - EZGO 3148773 Insurance - Auto Renew 11 May 2025 Faith Santiago Car Fleet High Value Household Insurance Insurance - Auto Renew 29 April 2025 Faith Santiago Kilburnie House Motor Fleet Insurance Insurance - Auto Renew 8 May 2025 Faith Santiago Cluny Estate Pest Control Services Maintenance - Auto Renew 13 May 2025 Faith Santiago St. Germain 195 Profit from ARPM Islamic Product Term Deposit for £5M with QIB UK Generic 1 May 2025 Faith Santiago U.K Property Maintenance (with Elite Facility Management) Maintenance - Auto Renew 30 April 2025 Faith Santiago 1 Cornwall Terrace THARB Oman - Income Tax Return for Prior Year Filings 30 April 2025 Faith Santiago THARB Oman Latest Events Powered by Expiration Reminder

Pramod P.V 8 months ago

2

🐛 Bug Reports

Please add the ability to create folders to group together multiple document types.

For example, when a certification has multiple skill levels, add the option to create folders and group together document types.

Chris Lee 9 months ago

💡 Feature Request

Archive/Active Vehicles Equipment

Your Archive/Active for contacts is great! Please add it to Vehicles and Equipment.

T L 9 months ago

💡 Feature Request

Record Sets

The filter settings available within the Record sets, thus far, offers everything I need to create a practical record set for specific admin users. However, I have come to discover that upon assigning a saved/custom record set to specific users, said users are able to remove/unassign the custom record set from their own user profile, thus allowing them to gain full view/access to all records. I also understand that the Roles section is where user restrictions can be applied to specific users, however, the roles section doesn’t offer the same level of customization/flexibility that is available in the Record Sets. Is there a way of preventing an admin user from removing their assigned Record Set? Ideally, I would like to use the Record set as a control measure, and not just as a filter. Alternatively, if the Role settings could mirror or include some of the options available from the Record Sets, that would be idea.

Blair Heindl 9 months ago

💡 Feature Request

Field (variable?) to display the name of all contacts on email template.

We would like to display all the contacts to whom a reminder was sent, so we can easily identify who was included in that reminder. Something like: This reminder was sent to: {{email.recipients}}

Andre Silveira 10 months ago

💡 Feature Request