Add a setting to change time before being automatically logged out
The time before being logged out feels quite short as sometimes I'll be on a page and filling in lots of information and take a phone call or get side-tracked. When I come back to Elements and click save, I'm logged out and the data entered is los...
Matthew Ansermoz
about 1 year ago
in Accounts / Other / Tax
10
Awaiting Prioritization
Client dashboard needs to be edited in same way home screen can so you can see what you feel is important
I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston
over 1 year ago
in Other
2
Awaiting Prioritization
An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright
10 months ago
in Other
1
Awaiting Prioritization