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 1 day 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 2 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 5 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 5 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 5 days ago

1

💡 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 5 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 5 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 5 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 7 days ago

💡 Feature Request

The new version doesn’t allow filter by location like the old version did. Please build that functionality in the new version on the main dashboard page.

Ryan Kingery 16 days ago

2

💡 Feature Request

The recent release of the magic link feature sends an e-mail that contains branding references to Expiration Reminder. Currently the account settings allow for the ability to remove those references at the account level. The new magic link feature is not affected by it. It would help if the notification template was also included in the removal of branding capability and/or we had the ability to customize the template as we are with other sections of the tool

Tom Engel 22 days ago

1

💡 Feature Request

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 3 months ago

💡 Feature Request

Links in Reports are not functioning correctly

Vania Ariosa 3 months ago

💡 Feature Request

Please make this easier to sort by TAGs if needed

Vania Ariosa 3 months ago

💡 Feature Request

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

Vania Ariosa 3 months ago

1

💡 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 3 months 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 4 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 5 months ago

💡 Feature Request

Please bring back the “Search all Workspace” option!

Megan Taillon 7 months ago

💡 Feature Request

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

Jim DeVico 7 months ago

💡 Feature Request