I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.
When I'm creating HUD/CD Defaults I would like to be able to select which County/Counties the defaults apply. We charge different fees based on the County of the property.
In the Documents, Documents Management screen under Scanned/Saved Documents it would be helpful if you could sort multiple ways, i.e., alphabetical and by date. Is this something that could be implemented?
editing document in word (policies) does not save in submittable form
we are Fund members. When we are drafting final policies we open and edit them in word from the edt software. when we save our work from word it does save it as an "edited" document in the document management portal, but it does NOT save it in an ...
A few ideas that could possibly improve the Escrow detail report - 1 - If it had lines it would make it much easier to read. 2 - If the outstanding disbursements stuck out a bit more. Just not having a date isn't the clearest indicator. I was hopi...
Drop down or other way to easily toggle between teams
To look at each of my teams, I currently have to modify the white board whaich takes a couple of steps. I monitor each of my teams often, and it would be great if I could just switch from one team to another with a simple click of a button.
Document management - default checkboxes to unchecked in each document group.
When selection any document group you have to click uncheck (to remove the checks on all the documents within that group) then click the one you want. Doesn't make sense that the default would be to have every document checked requiring to click u...