TASKS List and Expiration View
Task List Related Item should be a link that connects directly to the associated item (contact, expiration item, company etc..) It would be nice to be able to see if you are in an Expiration Item to see that there is an open Task associated with it in the overview or even if it shows the Task Column with a number. Can a Task Column be added into the Expiration Column section and who its assigned to be added there-I think having you its tasked to would work better. Can a Task be collaborative between more than one Assignee so that teams can collaborate better For Admins can a Report be generated to show the users task statuses or what they have worked on- similar to a productivity type where you can set dates to see tasks that are overdue, not started, done etc…
Vania Ariosa about 17 hours ago
💡 Feature Request
TASKS List and Expiration View
Task List Related Item should be a link that connects directly to the associated item (contact, expiration item, company etc..) It would be nice to be able to see if you are in an Expiration Item to see that there is an open Task associated with it in the overview or even if it shows the Task Column with a number. Can a Task Column be added into the Expiration Column section and who its assigned to be added there-I think having you its tasked to would work better. Can a Task be collaborative between more than one Assignee so that teams can collaborate better For Admins can a Report be generated to show the users task statuses or what they have worked on- similar to a productivity type where you can set dates to see tasks that are overdue, not started, done etc…
Vania Ariosa about 17 hours ago
💡 Feature Request
Tasks
Allow Tasks to be created and assigned in the Action Button on the Expiration Item List and also allow them to be visible in the Column view so that it is easier for teams to know that a task is active already in that expiration item view. Is it also possible to make the Task view on the Dashboard “clickable” instead of foing to the Task List
Vania Ariosa 3 days ago
💡 Feature Request
Tasks
Allow Tasks to be created and assigned in the Action Button on the Expiration Item List and also allow them to be visible in the Column view so that it is easier for teams to know that a task is active already in that expiration item view. Is it also possible to make the Task view on the Dashboard “clickable” instead of foing to the Task List
Vania Ariosa 3 days ago
💡 Feature Request
Rejected
Retention Ability on Documents
I can see a list of Document that are connected to Related Parties but If I choose to Archive it archives the Document Type. Could we change this as a way to archive old document instead of archiving the Document Type. Example any files that are over 5 years we do not need to keep in certain document types, while others we need to retain for up to 7 years.
Vania Ariosa 9 days ago
💡 Feature Request
Rejected
Retention Ability on Documents
I can see a list of Document that are connected to Related Parties but If I choose to Archive it archives the Document Type. Could we change this as a way to archive old document instead of archiving the Document Type. Example any files that are over 5 years we do not need to keep in certain document types, while others we need to retain for up to 7 years.
Vania Ariosa 9 days ago
💡 Feature Request
Tasks
Assignees should only show “Active” an not “Inactive” users, unless you can create an “Archived list in Users that could off set When choosing the Expiration Item because the window pops on the side right as a Bar it is hard to see what expiration item it is when the name could be longer Can a Task be created within the Expiration Item so that you can easily assign when a client is calling in Can you make the Comments visible on the Task view Could a task be assigned to a group as an option? Similar to assigning it as pending by the users in the group?
Vania Ariosa 9 days ago
💡 Feature Request
Tasks
Assignees should only show “Active” an not “Inactive” users, unless you can create an “Archived list in Users that could off set When choosing the Expiration Item because the window pops on the side right as a Bar it is hard to see what expiration item it is when the name could be longer Can a Task be created within the Expiration Item so that you can easily assign when a client is calling in Can you make the Comments visible on the Task view Could a task be assigned to a group as an option? Similar to assigning it as pending by the users in the group?
Vania Ariosa 9 days ago
💡 Feature Request
User Permissions - Custom Field Addition
A separate “Add Custom Fields” permission for each item section (Expirations, Contacts, Locations, and Companies) in the User Permissions. The requested change would add a separate “Add Custom Fields” permission when setting up a User’s role so Admins can allow users to create and manage items within a section without also allowing them to create new custom fields. For example, a user could have in the Expirations Section: Create Expirations ✓ Add Custom Fields: ✗ This would allow them to create expiration items while preventing them from adding custom fields.
Vania Ariosa 9 days ago
💡 Feature Request
User Permissions - Custom Field Addition
A separate “Add Custom Fields” permission for each item section (Expirations, Contacts, Locations, and Companies) in the User Permissions. The requested change would add a separate “Add Custom Fields” permission when setting up a User’s role so Admins can allow users to create and manage items within a section without also allowing them to create new custom fields. For example, a user could have in the Expirations Section: Create Expirations ✓ Add Custom Fields: ✗ This would allow them to create expiration items while preventing them from adding custom fields.
Vania Ariosa 9 days ago
💡 Feature Request
Customized Views
The Views are an all or nothing if you have filters created it will show up on different workspaced but because the data is on not on that particular workspace it does not work. Is the workaround specific to maybe allowing those who only have access to one workspace create the custom team views or is this just a glitch?
Vania Ariosa 9 days ago
🐛 Bug Reports
Customized Views
The Views are an all or nothing if you have filters created it will show up on different workspaced but because the data is on not on that particular workspace it does not work. Is the workaround specific to maybe allowing those who only have access to one workspace create the custom team views or is this just a glitch?
Vania Ariosa 9 days ago
🐛 Bug Reports
Rejected
Workspace Sharing
Currently the option to share Document Types and Tags are available. In my opinion a workspace is more like a separate department or division. Can you please create an ability to Share Contacts and Companies as well. The Workpace is set up moreso like a segregated division and less like a Team capability where clients/companies might need access to certain things but not all without having to re-create the data again which could lead to more user errors and duplicating details.
Vania Ariosa 21 days ago
💡 Feature Request
Rejected
Workspace Sharing
Currently the option to share Document Types and Tags are available. In my opinion a workspace is more like a separate department or division. Can you please create an ability to Share Contacts and Companies as well. The Workpace is set up moreso like a segregated division and less like a Team capability where clients/companies might need access to certain things but not all without having to re-create the data again which could lead to more user errors and duplicating details.
Vania Ariosa 21 days ago
💡 Feature Request
Ability to renew from actual date of expiration
For example, I have an expiration which is set to expire on 8/26/2026, if I go to renew (noting that today is 8/19/2026) when I opt to renew it by default says 8/19/2027…I would prefer it to say 8/26/2027. This used to work in the old system before this change and now does not…its a pain if you have items that are set to expire a month or 2 months from now on different dates (such as 10/7/2026) if I select to renew it defaults to 8/19/2027 and I have to manually (or try to remember) to go to the true date of expiration (10/7/2027). Please change.
Scott Brown 23 days ago
💡 Feature Request
Ability to renew from actual date of expiration
For example, I have an expiration which is set to expire on 8/26/2026, if I go to renew (noting that today is 8/19/2026) when I opt to renew it by default says 8/19/2027…I would prefer it to say 8/26/2027. This used to work in the old system before this change and now does not…its a pain if you have items that are set to expire a month or 2 months from now on different dates (such as 10/7/2026) if I select to renew it defaults to 8/19/2027 and I have to manually (or try to remember) to go to the true date of expiration (10/7/2027). Please change.
Scott Brown 23 days ago
💡 Feature Request
Completed
Editing Software List Entries in the Software Tab
When I am in the software applications tab, and try to click edit, I get aa message indicating that this feature is not available, coming soon. Can you clarify when that function will be available. There are a number of updates I need to make to various entries in our instance. Thank you.
Tracy Sell 23 days ago
💡 Feature Request
Completed
Editing Software List Entries in the Software Tab
When I am in the software applications tab, and try to click edit, I get aa message indicating that this feature is not available, coming soon. Can you clarify when that function will be available. There are a number of updates I need to make to various entries in our instance. Thank you.
Tracy Sell 23 days ago
💡 Feature Request
Planned
Bulk add 'Attachments' needed
The ability to add multiple attachments to a Contacts profile in one drag & drop action or through selecting multiple files simultaneously when browsing files has been removed. Re-enabling that function would be time saving.
Anessa Marrelli 29 days ago
💡 Feature Request
Planned
Bulk add 'Attachments' needed
The ability to add multiple attachments to a Contacts profile in one drag & drop action or through selecting multiple files simultaneously when browsing files has been removed. Re-enabling that function would be time saving.
Anessa Marrelli 29 days ago
💡 Feature Request
Completed
User Role Glitch-Attachments
Currently if a User has the feature turned on to just view and not make any changes. Meaning they have “none” and the Role is View Only it still allows the user to Delete attachments. This needs to be corrected. They should be able to view but not Delete or do any other function
Vania Ariosa about 1 month ago
💡 Feature Request
Completed
User Role Glitch-Attachments
Currently if a User has the feature turned on to just view and not make any changes. Meaning they have “none” and the Role is View Only it still allows the user to Delete attachments. This needs to be corrected. They should be able to view but not Delete or do any other function
Vania Ariosa about 1 month ago
💡 Feature Request
Rejected
View Sorting
Similar to how we can sort Document Type custom fields. Could we request a Sort for Viewing Fields - while the sorting is able sometimes it does not stick at all. It sorts itself based on the fields selection in the “Column” drop down.
Vania Ariosa about 1 month ago
💡 Feature Request
Rejected
View Sorting
Similar to how we can sort Document Type custom fields. Could we request a Sort for Viewing Fields - while the sorting is able sometimes it does not stick at all. It sorts itself based on the fields selection in the “Column” drop down.
Vania Ariosa about 1 month ago
💡 Feature Request
Rejected
Audit Log
Is it possible to block Audit Log only for specific people (Could this be an added field that we could eliminate from the Role in Expirations as an example?) Audit Log should be an Admin only or need to know basis and not an all user functionality.
Vania Ariosa about 1 month ago
💡 Feature Request
Rejected
Audit Log
Is it possible to block Audit Log only for specific people (Could this be an added field that we could eliminate from the Role in Expirations as an example?) Audit Log should be an Admin only or need to know basis and not an all user functionality.
Vania Ariosa about 1 month ago
💡 Feature Request
Report Feature "Renew vs Edit"
Can the link be a Renewal Link and not an EDIT link. This allows us to send reports to certain members or clients and have them renew the items from the link instead of getting stuck.
Vania Ariosa about 1 month ago
💡 Feature Request
Report Feature "Renew vs Edit"
Can the link be a Renewal Link and not an EDIT link. This allows us to send reports to certain members or clients and have them renew the items from the link instead of getting stuck.
Vania Ariosa about 1 month ago
💡 Feature Request
Global Search Bar
Can we have the global search bar search all workspaces instead of the first one that is alphabetically. Example if im on one it will search the first Workspace instead of one further down the list.
Vania Ariosa about 1 month ago
💡 Feature Request
Global Search Bar
Can we have the global search bar search all workspaces instead of the first one that is alphabetically. Example if im on one it will search the first Workspace instead of one further down the list.
Vania Ariosa about 1 month ago
💡 Feature Request
Completed
Ability to Remove or Archive Users
Please point me in the right direction if this is an option, but it would be very benficial to be able to perm delete/remove users OR at minumum Archive. I understand there is a way to filter the list, but as user turnover grows and grows so does the list of pages and pages…I don’t think I should have to see employees listed that haven’t been with us for years.
Laurie Ennik about 2 months ago
💡 Feature Request
Completed
Ability to Remove or Archive Users
Please point me in the right direction if this is an option, but it would be very benficial to be able to perm delete/remove users OR at minumum Archive. I understand there is a way to filter the list, but as user turnover grows and grows so does the list of pages and pages…I don’t think I should have to see employees listed that haven’t been with us for years.
Laurie Ennik about 2 months ago
💡 Feature Request
Completed
Bulk Edit- Company
Please add Company as a bulk edit option when adding Expiration Items. Right now we cannot bulk edit we have to go into each Expiration Item one by one. Some of our Companies have 26 expirations so this becomes extremely tedious and can lead to mistakes. Also in the past when a contact what the POC for the company the expiration items woudl automatically link to both the Contact and company. In the new feature this doesnt happen.
Vania Ariosa 2 months ago
💡 Feature Request
Completed
Bulk Edit- Company
Please add Company as a bulk edit option when adding Expiration Items. Right now we cannot bulk edit we have to go into each Expiration Item one by one. Some of our Companies have 26 expirations so this becomes extremely tedious and can lead to mistakes. Also in the past when a contact what the POC for the company the expiration items woudl automatically link to both the Contact and company. In the new feature this doesnt happen.
Vania Ariosa 2 months ago
💡 Feature Request
Completed
Stop updating renew date for one year ahead
When we go to renew an item, the system now automatically changes the date for one year in advance. Most of our items do not renew each year. It is very easy for us to miss the fact that you changed the year for us. Can we go back to allowing us to choose the renewal date without the assumption of it being one year ahead? I am already seeing our typos and mistakes in my team’s future. Thanks.
Tiffany Lauria 3 months ago
💡 Feature Request
Completed
Stop updating renew date for one year ahead
When we go to renew an item, the system now automatically changes the date for one year in advance. Most of our items do not renew each year. It is very easy for us to miss the fact that you changed the year for us. Can we go back to allowing us to choose the renewal date without the assumption of it being one year ahead? I am already seeing our typos and mistakes in my team’s future. Thanks.
Tiffany Lauria 3 months ago
💡 Feature Request