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7 results found

  1. NEED A COPY FILE FEATURE

    3 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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    Melissa Burkholder commented  · 

    Me too! I want the option to move and/or copy a file from one place to another! Sometimes I want the same file in folders for linked clients.

    Melissa Burkholder supported this idea  · 

  2. Set-up recurring Tasks on specific days of the month

    9 votes

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    3 comments  ·  Insights » Enhancements  ·  Admin →
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    Melissa Burkholder commented  · 

    I would like to see task recurrence by start date! I don't understand why this isn't an option. Seems pretty straight-forward to me.

    Melissa Burkholder supported this idea  · 

  3. The new "Files" format is a downgrade.

    44 votes

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    20 comments  ·  Insights  ·  Admin →
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    Melissa Burkholder commented  · 

    CANOPY - are you listening? We were not a Canopy client until November, so we don't really know what it was like beforehand. That being said, the ability to see all of the file names in a client's folder structure when expanded would be great!

  4. Client Home Screen View

    3 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Melissa Burkholder supported this idea  · 

  5. Template sharing

    6 votes

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    2 comments  ·  Insights » Enhancements  ·  Admin →
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    Melissa Burkholder supported this idea  · 

  6. Disable Partial Pay Option in Portal

    4 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Melissa Burkholder supported this idea  · 

  7. Allow Client File Notifications from Multiple Folders

    8 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Melissa Burkholder supported this idea  ·