Vania Ariosa

Created TASKS List and Expiration View Created Tasks Created Vehicle Expenses Upvoted Tasks Created Retention Ability on Documents Upvoted User Permissions - Custom Field Addition Created Tasks Created User Permissions - Custom Field Addition Created Customized Views Commented on Audit LogSo I agree that Account Users “Within their organization” to have access to the Audit log but if we are giving access to an Outside Vendor or User to “View” and monitor their statuses this is where we would like it closed off Commented on User - Vehicle RuleWe are trying to create a user that needs access to all their vehicles that have been assigned to the current assignee. When we are creating a user its easier to have that option available to connect versus Name Contains or Name is Equal to.Commented on Bulk add 'Attachments' neededAlso to add to this when you try to drag it over an expiration item without opening it creates the same attachment 4 times.Upvoted Bulk add 'Attachments' needed Created Workspace Sharing Commented on User - Vehicle RuleSo in the Vehicles or Equipment this works well. Im taking about the Rules when we add/create a User in EX to have access to their account.Commented on Global Search BarYES! That would be another option. Would it be possible to have it as a multiple choice option and you could select which WS you want to search? We always are searching for company or contact moreso than expiration items in the search this is a better global search option then ex…Commented on Report Feature "Renew vs Edit"The report link is broken (which I know you guys are working on it) but when it was working it would go into the “edit mode” could we have it just going to a renewal similar to what we see when we click the action button on the side in Expiration Items? or even just going directl…Created User - Vehicle Rule Created User Role Glitch-Attachments Upvoted View Sorting Created View Sorting Created Audit Log Commented on Record SetsOur only work around on this was to only have key persons as ADMIN only and modify the record sets based on each user instead.Upvoted Record Sets Upvoted Contacts/Workspaces Commented on Contacts/WorkspacesI agree with this as we want to be able to split our departments by Workspaces but because of the amount of times we have to enter a company or contact its useless. Being able to share contacts/companies would work better since each department can connect expirations related to e…Created Report Feature "Renew vs Edit"Created Global Search Bar Commented on Please add the ability to Archive LocationsCan we please have this created!Upvoted Please add the ability to Archive Locations