Feature Requests

I'm facing a challenge with potential clients only inputting 3 digits of their SS# during sign up, instead of the required 4. This prevents us from converting them into clients. I suggest a feature that would prevent potential clients from proceeding if they only input 3 digits. Ideally, they should be stopped with a red warning that they must input 4 digits.

When I'm using the affiliates tab and decide to export the data, I'm finding that the export does not include information on who each affiliate is assigned to. It would be really helpful if this could be included in the export, as it would provide a more complete picture of our affiliate relationships.

I'm finding it challenging when I filter for specific categories like 'Prospects' and then try to export the list. The exported file combines 'Prospects' and 'Leads', even though I requested them separately. It would be really helpful if there was a feature that allows for separate exports of filtered lists.

As a user, I often find it challenging to ensure that clients complete their onboarding tasks in a timely manner. It would be beneficial if the software could automatically send reminder emails to clients who have pending tasks. For instance, if a client hasn't uploaded a required document, the system could send an email notification asking them to do so. This feature would greatly enhance the efficiency of the onboarding process.

As a user, I'm facing a challenge when trying to view all referral partners from the referral list drop down under the filter. Currently, it only shows a limited number of names. I suggest enhancing this feature to allow the display of all referral partners in the list for a more comprehensive view.

I appreciate the addition of Internal Notes to the dashboard page. However, I believe it would be more useful if the name of the team member who entered each note was also displayed on the dashboard. Currently, the date the note was entered or edited is displayed, but not the name of the person who entered it. While it's possible to click on each note to see the name, having this information readily available on the overall visual display would be more convenient. This feature was available on the old Internal Notes page and I would like to see it reinstated.

The new update doesn't let the department head audit tasks. Please revert us to the software version which was in play on 03/29/2024. Pretty please, we have 40 people on your platform.

New layout and they way you need to search invoices lets say past due it is a disaster. After you click on invoice and mark paid it takes you to the beginning and you need to again search for past due. Total waste of time.