Jessica Nardone
TeamCommented on Changing Status from Missing to I have an Expiry DateHi Laurie, Thanks for your feedback! We added this confirmation step very recently, to help prevent accidental changes to expiration dates. Previously, clicking into a field and clicking away could sometimes be recorded as an update even when nothing was actually changed. Now, wh…Commented on Post-Meeting SuggestionsHi Chelsea, We would consider ‘start date’ to be a ‘custom field’ meaning it’s not a field we provide by default, but if you wish to track employee start dates you certainly can by creating a custom field, that will allow you to track that data. Unless I am assuming incorrectly t…Commented on Post-Meeting SuggestionsHi Chelsea, Thanks for your feedback! I will address these items below in case you find this helpful! We can review this and discuss options. In the meantime I might suggest creating a green TAG and call it, ‘Compliant’ and slapping that onto exp. items that are in the ‘No Expira…Commented on iOS Expiration Reminder App is Hot GarbageHi Scott, Thanks for your feedback. ‘Hot garbage’ on a Monday morning definitely made me laugh out loud! Anyway, our team’s focus this year has been on the new interface on the web version of the Expiration Reminder platform. Our mobile app that is available for download for ios…Commented on TasksHi Vania - The Tasks Feature is very new. We launched it less than a week ago. Thank-you for your feedback. This may be considered as we make tweaks and enhancements to this feature over time.Upvoted Vehicle ExpensesCommented on Retention Ability on DocumentsHI Vania, If you are referring to the ‘Documents’ section of the app, which is a central storage where you can find all attachments from within the account in one place - we tested archiving a document from here via the Actions Button and it will move that attachment specifically…Upvoted User Permissions - Custom Field AdditionCommented on Customized ViewsCorrect, Workspaces are designed intentionally for data to be separated. With that said it would be considered a bug that if you apply certain filters to a list view in one Workspace, then switch to another Workspace and that filter is still showing at the top of that Workspace’s…Commented on Editing Software List Entries in the Software TabHi Tracy, This issue has been resolved! Please try to edit any data fields for any Software application records. If you still experience a problem, please contact customer support at support@expirationreminder.com Thanks!Commented on Audit LogCurrently, only Admin level users can access the account’s main audit log (which can be located in the Settings menu under ‘Security’). That shows login activity and reminder activity across the account. However any user can access the audit logs for individual records which we w…Commented on User Role Glitch-AttachmentsThis has been fixed!Commented on Editing Software List Entries in the Software TabHi Tracy, I checked from within your account and you can indeed edit each record/application by clicking on the Name - the Details panel will pop up on the right hand side & you can edit data fields and their values from there. However it looks like the fields are freezing in you…Commented on Editing Software List Entries in the Software TabHi Tracy, thanks for your feedback! The Software assets module is relatively new - however after reviewing this, we are going to be removing the EDIT button under the Actions column because if working correctly, the intention was to just provide access to the complete record to e…Commented on Ability to renew from actual date of expirationThank-you for this feedback. We will review the inconsistencies with the calendar icon based on the item’s current expiry date & status. If the document type of a particular item is set to a Duration of 1 year as an example (where you manage your document types), when the item is…Commented on Bulk add 'Attachments' neededHi Anessa, Thanks for the feedback! We’ve escalated this to our Development Team so that way hopefully in the near future, you can upload multiple attachments to a record in your account at once instead of having to upload things one at a time. We will keep you posted here if thi…Commented on Audit LogWe will consider this for review - however we do find the response system wide is that regardless of user permissions, customers like/want account users within their organization to be able to see audit logs and upcoming notifications because it is access to past and future activ…Commented on Global Search BarYea, the global search tool is better used when you have a general name of something you want to find but you are not quite sure if its even an exp item, contact, etc. When you know you are looking for a specific exp item, its typically better to go INTO the exp item list view, a…Upvoted User Role Glitch-AttachmentsCommented on User Role Glitch-AttachmentsHi Vania, this is actually not expected behaviour for a view only type user to be able to delete attachments/documents off a record. They should indeed be able to view attachments, but not delete them. So this is a BUG in the new UI that we will remedy shortly.Commented on User - Vehicle RuleCan you explain the ideal functionality a bit more?Commented on Report Feature "Renew vs Edit"Do you have more details to share regarding this request?Commented on Global Search BarI am not sure if we will be enabling the option to search ALL workspaces in the Global Search tool, but I see what you mean by being within one WS, and the default workspace to search in is alphabetical and not by default, the one you are currently in which you likely want to sea…Commented on User - Vehicle RuleHi Vania, Unless we are missing some details, you should be able to assign an existing contact to a vehicle at time of creating a new vehicle record, or you can go back and add one to an existing vehicle.Commented on Ability to Remove or Archive UsersHi Laurie, Thanks for the feedback! Currently the way the platform is designed, you cannot permanently delete users who no longer require login access to your ER account. Once you disable a user, they will still appear on your user list under your Settings, but disabled users as…Commented on Bulk Edit- CompanyHi Vania, we can certainly look into adding Company as part of the bulk edit tool for expiration items!Commented on Updates created more steps for usA search filter tool has now been added to the Document Types list!Commented on Email StatusJust a reminder as I already told Amber this, but the option to turn on/off closing mailbox messages automatically when you reply is complete - you can find this option under settings→customize→features.Commented on Stop updating renew date for one year aheadHi Tiffany, the default date that pops up when you renew an item currently will be the current date but ONE year from now. However, you can still choose any renewal date you want by clicking the calendar icon and then toggling through the year/month/day you need. We can consider…Commented on Document Fieldwe can consider this - if approved you will find here.