EPM- Granular communication on client portal activation status
Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
Tasks for 'Teams' to show in all team members personal task list
This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Ability to tick and mark multiple jobs as complete from the job/tasks page.
Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
I have a Practice Assurance review and they want me to send them a copy of my Firmwide Risk Assessment and I can not see a way of printing it or downloading it... not something that would be needed very often but difficult for a work around when y...
0
In Discovery
0
In Discovery
1
In Discovery
