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 25 days 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 25 days ago
💡 Feature Request
Exporting a list of Files to Excel and PDF
I would like the Files to be able to be viewed, put in excel and pdf just like you can do with the expiration items.
Konar Properties About 1 month ago
💡 Feature Request
Exporting a list of Files to Excel and PDF
I would like the Files to be able to be viewed, put in excel and pdf just like you can do with the expiration items.
Konar Properties About 1 month ago
💡 Feature Request
Custom Reports Enhancement
Allow the option and flexibility to sort and organize columns alphabetically or chronologically without it affecting other columns. Add Supervisor field to Reports.
Katrina Glinoga About 2 months ago
💡 Feature Request
Custom Reports Enhancement
Allow the option and flexibility to sort and organize columns alphabetically or chronologically without it affecting other columns. Add Supervisor field to Reports.
Katrina Glinoga About 2 months ago
💡 Feature Request
Enhancement Request Automated Reminders Onboarding
Enhancement request is to add the option to create automated reminders to complete onboarding. For example notifications to be sent after the onboarding email has been sent reminding that onboarding needs to be completed.
Together Hood 2 months ago
💡 Feature Request
Enhancement Request Automated Reminders Onboarding
Enhancement request is to add the option to create automated reminders to complete onboarding. For example notifications to be sent after the onboarding email has been sent reminding that onboarding needs to be completed.
Together Hood 2 months ago
💡 Feature Request
Enhancement Request Create Deadline Onboarding
Enhancement request is to be able to set a deadline for onboarding to be completed. For example set a deadline for onboarding documents to be completed in two weeks.
Together Hood 2 months ago
💡 Feature Request
Enhancement Request Create Deadline Onboarding
Enhancement request is to be able to set a deadline for onboarding to be completed. For example set a deadline for onboarding documents to be completed in two weeks.
Together Hood 2 months ago
💡 Feature Request
Roadmap enhancement request
Updates to mandatory training tracks require systematic changes to ensure completed trainings are retained while changing the status to "not applicable" for outdated ones. When an employee is removed from a previous roadmap and added to a new roadmap, the enhancement request is to change the status of the previous required training to not applicable. A new "not applicable" status feature could help manage training requirements more effectively, allowing for easier identification of outdated certifications. Ensure attachments are maintained for any certifications marked as when the status is changed to not applicable.
Alex Marshall 3 months ago
💡 Feature Request
Roadmap enhancement request
Updates to mandatory training tracks require systematic changes to ensure completed trainings are retained while changing the status to "not applicable" for outdated ones. When an employee is removed from a previous roadmap and added to a new roadmap, the enhancement request is to change the status of the previous required training to not applicable. A new "not applicable" status feature could help manage training requirements more effectively, allowing for easier identification of outdated certifications. Ensure attachments are maintained for any certifications marked as when the status is changed to not applicable.
Alex Marshall 3 months ago
💡 Feature Request
Alert when duplicate contact is present
We would like to receive an alert or notification when a duplicate contact is present in the system.
Briggett Masi 4 months ago
💡 Feature Request
Alert when duplicate contact is present
We would like to receive an alert or notification when a duplicate contact is present in the system.
Briggett Masi 4 months ago
💡 Feature Request
Organizing Email Snippets
Enable the organization of email snippets by department or within designated folders.
adm2katie 4 months ago
Messages
💡 Feature Request
Organizing Email Snippets
Enable the organization of email snippets by department or within designated folders.
adm2katie 4 months ago
Messages
💡 Feature Request
Smart Fields in Email Subject Lines
Please add the ability to insert smart fields in the email subject lines. You can currently copy and paste smart fields from the body of the email into the subject line, but it would be more user friendly if you could insert the smart field directly into the email subject line.
Marion McDermott 4 months ago
Messages
💡 Feature Request
Smart Fields in Email Subject Lines
Please add the ability to insert smart fields in the email subject lines. You can currently copy and paste smart fields from the body of the email into the subject line, but it would be more user friendly if you could insert the smart field directly into the email subject line.
Marion McDermott 4 months ago
Messages
💡 Feature Request
Enhancement Request to automate custom field data
Enhancement request to automate custom field data. For example, when selecting a custom field such as location to have the corresponding fields auto populate.
Shannon McIlhenny 4 months ago
💡 Feature Request
Enhancement Request to automate custom field data
Enhancement request to automate custom field data. For example, when selecting a custom field such as location to have the corresponding fields auto populate.
Shannon McIlhenny 4 months ago
💡 Feature Request
Enhancement idea for Expiration Item Search List
When searching in the Expiration Item list by Document Type and Parent Location the list should be sorted alphabetically.
Shannon McIlhenny 4 months ago
💡 Feature Request
Enhancement idea for Expiration Item Search List
When searching in the Expiration Item list by Document Type and Parent Location the list should be sorted alphabetically.
Shannon McIlhenny 4 months ago
💡 Feature Request
Enhancement request to be able to view the document type in the contact audit log
When viewing the contact audit log to see what was sent such as SMS or Email, please add the document type.
Alexander Gurwitz 4 months ago
💡 Feature Request
Enhancement request to be able to view the document type in the contact audit log
When viewing the contact audit log to see what was sent such as SMS or Email, please add the document type.
Alexander Gurwitz 4 months ago
💡 Feature Request
Enhancement request for expiration item list columns
Enhancement request is to allow the user to expand the columns in the expiration item list to make columns wider.
Marion McDermott 4 months ago
💡 Feature Request
Enhancement request for expiration item list columns
Enhancement request is to allow the user to expand the columns in the expiration item list to make columns wider.
Marion McDermott 4 months ago
💡 Feature Request
Request to automate Onboarding
Enhancement request is to automate notifications for the Onboarding feature rather than selecting Send Onboarding or selecting employees and using the bulk edit feature. It would be great if we could automate onboarding notifications.
Christopher Bukrey 5 months ago
💡 Feature Request
Request to automate Onboarding
Enhancement request is to automate notifications for the Onboarding feature rather than selecting Send Onboarding or selecting employees and using the bulk edit feature. It would be great if we could automate onboarding notifications.
Christopher Bukrey 5 months ago
💡 Feature Request
Completed
Conversation Mailbox Attachments
When receiving an attachment through the conversation mailbox, please add the date of the attachment so we know which one is the most recent.
Morgan Boudreau 5 months ago
💡 Feature Request
Completed
Conversation Mailbox Attachments
When receiving an attachment through the conversation mailbox, please add the date of the attachment so we know which one is the most recent.
Morgan Boudreau 5 months ago
💡 Feature Request
Completed
Email Snippets
Organizing email snippets alphabetically would be extremely helpful. In the future adding folders to easily organize email snippets would be beneficial.
Morgan Boudreau 5 months ago
💡 Feature Request
Completed
Email Snippets
Organizing email snippets alphabetically would be extremely helpful. In the future adding folders to easily organize email snippets would be beneficial.
Morgan Boudreau 5 months ago
💡 Feature Request
Completed
Request to add an option to increase the size of the font
Please add an option to increase the size of the font.
Alexander Gurwitz 5 months ago
💡 Feature Request
Completed
Request to add an option to increase the size of the font
Please add an option to increase the size of the font.
Alexander Gurwitz 5 months ago
💡 Feature Request
Request to move fields in the New Expiration Item Screen
I would like to change the fields flow on the new expiration screen. For example, If I wanted Companies or Locations to be at the end of the list or to move Status to the bottom.
Nadine Lem 5 months ago
💡 Feature Request
Request to move fields in the New Expiration Item Screen
I would like to change the fields flow on the new expiration screen. For example, If I wanted Companies or Locations to be at the end of the list or to move Status to the bottom.
Nadine Lem 5 months ago
💡 Feature Request