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 18 hours ago

💡 Feature Request

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 24 hours ago

💡 Feature Request

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 24 hours ago

💡 Feature Request

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 24 hours ago

💡 Feature Request

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 14 days ago

2

💡 Feature Request

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 about 1 month ago

1

💡 Feature Request

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 about 2 months ago

3

💡 Feature Request

Can you please Add Location or document type as a Filter option in Documents or as a colum, Also The Edit Bulk or Multi is not working. Is there a way in the Expiration Item to Move the documents to a Folder or create a Link to the Document from the Company Profile so its easy to navigate to.

Vania Ariosa about 2 months ago

1

💡 Feature Request

Dear Expiry Reminder Development Team, We are a UK-based company with multiple sites located throughout the country. We are planning to use the Map View feature to obtain an overview of all our locations; however, it appears that the current map functionality is not working correctly for UK sites. At present, all of our locations are displayed in North America rather than in the United Kingdom, which makes the feature unusable for our purposes. Would it be possible to include proper UK map support within the software? We believe this would be a valuable enhancement and would greatly assist UK-based customers by providing an accurate visual overview of their sites and assets. Thank you for your consideration. We look forward to hearing from you. Kind regards, Waheed Altaf waheed@dgcars.co.uk

Waheed Altaf about 2 months ago

2

💡 Feature Request

Since the changeover our team has really been struggling and missing expiration items easily because its been harder to set filters. While the Top columns contain “All, Past Due, notifying” etc… It is super hard to filter the Especially missing items. All should in fact contain All but Missing is an extremely valuable Filter that if you toggle it on top then you miss all the other columns without having to re-filter again.

Vania Ariosa about 2 months ago

2

💡 Feature Request

Is it possible for this to be added to the dashboard icons. I can see it is still an option to choose as a status when creating an expiration but more helpful for viewing from the dashboard like the others.

Laurie Ennik about 2 months ago

1

💡 Feature Request

When entering a new expiration it no longer gives a company field. We have to add the expiration… go search for the expiration we just added…click view the record, andthen edit it to add a company. Multiple steps to add the company when it used to be all-in-one. Please, please, please put this back!

Tiffany Lauria about 2 months ago

2

💡 Feature Request

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 2 months 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 about 2 months ago

3

💡 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 about 2 months 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 about 2 months ago

2

💡 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 about 2 months 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 2 months 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 2 months 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 2 months ago

2

💡 Feature Request