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 1 day 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 1 day 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 1 day 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 3 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 7 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 8 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 11 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 11 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 14 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 14 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 14 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 14 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 14 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 14 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 16 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 25 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 about 1 month 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