I have about 160 vendors, they are currently arranged in Rectangles. This would work perfect if I have fewer vendors, but to scroll up and down is not feasible for me. Could you place all the vendors in a list?

Cynthia Chan about 3 hours ago

1

💡 Feature Request

These updates created more steps for us personally with our workflow. First, when creating a document type, we no longer can just have an acknowledgement link for renewal. We have to now create a vendor link, enter in our email address, wait for this magic link to be emailed, click the link and then go in and still have to search for the expiration to renew it as it does not bring you directly to the expiration you are trying to renew. That's many steps where it used to be one simple one (click the acknowledgement link and it immediately is right there open for you to renew). Also when creating a document type, it's now two screens, you have to create the first one then it opens up to a new page where you can choose the option for vendor link. It used to be one page. There is also no cancel option( that I can find at least) on the second page. So when I was trying it out, even though I did not hit save, it automatically added my test document and I had to go search it out and delete it. There is no search feature in the document types option. We used to be able to search by keyword but now we need to scroll page by page and look at each one manually before entering a document type to make sure we are not duplicating. It just seems like this was much more user friendly with the older version.

Tiffany Lauria 2 days ago

1

💡 Feature Request

Honestly, I don’t like these changes at all. More steps to make. Adding dates is complicated. I can’t find how to change if the expiration has a date or not. My apologies to be this honest but it became something awful to navigate through.

Alejandra Zilberberg 3 days ago

1

💡 Feature Request

The search function on the Expirations screen is helpful, but it does not appear to support searches for custom fields. We are using a filter as a workaround, but could this search functionality be enabled? Thank you 🙂

Anthony Wayne 3 days ago

💡 Feature Request

In the old version of ER, there used to a way to view all Expirations at once. Now that this is gone, searching using CRTL+F is no longer a viable option. I see that there is now a search field, however it does not appear to search custom fields such as serial number, etc. Is there a workaround for this?

Anthony Wayne 3 days ago

4

💡 Feature Request

There are times that we need to keep a client recording for compliance, discrepancies, accidents are many of the reasons. Can we add this ability in for document types.

Vania Ariosa 8 days ago

3

💡 Feature Request

Currently Expirations that possibly used to have an expiration date that have been changed to Not Applicable / No Date are showing in the “Expired, Due within 15, Due within 30 etc” categories. If they do not expire they really should go to the ALL Category. Also Missing status’s should be major priority and should really be showing in any category instead of just ALL

Vania Ariosa 8 days ago

1

💡 Feature Request

Currently the Filter option allows for “And” but not “Or” option. Example if you are using TAGS the filter will show only if those two tags are relevant to one expiration item. It does not have the ability to select this Tag or the other one. (Just one example)

Vania Ariosa 8 days ago

2

💡 Feature Request

Hello, this is my feedback on missing fields from the “Create Expiration Item” form since the new ER version. I am missing a field I created for “Comments” that is generated in my custom reports when sharing with other stakeholders of my organization. I am having to add the comments after creating a new Expiration and do not see anywhere that I can add the “Comment” field back to the form. Is it possible to add my custom field back to the intake form permanently?

Corinna Griffin 9 days ago

1

💡 Feature Request

When I send out any emails, it automatically changes it to a closed status. I am usually sending out an email requesting a missing document in which I need a response. I keep trying to remember to go to the email after and flip it to active as the thread is still active. Is there a way to switch this setting or let us determine the status as we send out the email so I do not lose emails in the closed bin. Thank you!

Amber Rodriguez 13 days ago

2

💡 Feature Request

On the Expiration Items screen, there is a quick hover link at the end of the name showing the contacts and attached documents for that expiration item. Could there also be a quick hover link showing the attached notes? We currently have 5 items on hold and they all have notes on them to tell you why they are on hold, but you have to click into the item to see what the note says. A quick hover link the same as the other 2 would be great 👍

Stephen Pollard 14 days ago

1

💡 Feature Request

I realised that many expirations items which name is “Statutory Declaration” changed to “Police Check” which is another expiration name but for certain contacts.

Alejandra Zilberberg 17 days ago

1

💡 Feature Request

New version only allows to make one update per field at a time. Please bring back multi field update at a time.

Vania Ariosa 17 days ago

1

💡 Feature Request

Acknowledgement on Delete does not work on Multi or Bulk Edit, allows user to delete without typing in number as an example

Vania Ariosa 20 days ago

1

💡 Feature Request

PLEASE PLEASE PLEASE split Delete and Archive on vehicles and Equipment. A user should have the option to archive but only delete on an Admin level if its a major must.

Vania Ariosa 20 days ago

1

💡 Feature Request

Add Document Type that has been deleted as well as the ability to bulk permanently delete or restore

Vania Ariosa 20 days ago

2

💡 Feature Request

In the mailbox, there are is not currently a column for the recipient. I have multiple email threads going at one time and I would like to be able to locate a thread with a specific person. Right now it just has a column for sender and assigned to, I need to see who we are communicating with.

Amber Rodriguez 20 days ago

1

💡 Feature Request

It would be great to be able to see dates listed under custom field on the calendar. Although the dates don’t necessarily expire, they we still need to be track and review annually.

Amber Rodriguez 20 days ago

1

💡 Feature Request

The new interface has a smaller calendar. That’s not great as its the main way we view our upcoming expirations. Can we replace bring the old calendar size back through either restoring the old size or offering options to choose a few different preset sizes? Allowing us to hide/display quick actions and other options on that page might help to be able to regain space to put the calendar back to the old size.

dallen@rapidfinance.com dallen@rapidfinance.com 20 days ago

1

💡 Feature Request

Please allow reports to have a toggled Archive or Active list. Vehicles and Equipment is realy a must for Active and Inactive lists - this is a much needed feature for Audits as well as insurance renewals.

Vania Ariosa 22 days ago

💡 Feature Request