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Remove ability to create duplicate contacts

Remove ability to create duplicate contacts. No override allowed.
Ralph Hardy 9 months ago in CRM 0

Drag Documents to Folders

Add the ability to drag documents from the document screen to the folders in the lower left to automatically recategorize them.
Ralph Hardy 9 months ago in File Area 0

Email Reminders for Workflow Items Coming Due

Possible Enhancement Request: Email Reminders for Workflow Items Coming Due Please cast your vote YES or NO if you see this being a valuable addition in iChannel. Also, please add any comments if you see it working differently. We will be acceptin...
Ralph Hardy 9 months ago in Workflow 0

Allow Clients to Select Year When Uploading Documents to the Portal

An enhancement request for this would be to allow the client to select which year to upload the documents for because the rule is not always the case every time.
Ralph Hardy 9 months ago in Portal 0

Recover files that have been deleted from the submitted files area

User failed to accept number of files in the submitted area and now after 30 days they are gone from the submitted files can we recover them? Summary/JIRA Heading: Purge/Cleanup module, backup function of files in submitted file area after expirat...
Ralph Hardy 9 months ago in General 0

Remove notifications and notes from upload window

When uploading a document from the portal Dopkins would like the Optional Notifications and Notes to be removed from the upload window.
Ralph Hardy 9 months ago in Portal 0

In Projects creating "Tasks" on template that show on Portal

When using Projects/Workflow all steps are based on "Tasks". Users have requested the when the template is set up, some tasks automatically have certain deliverables that are requested and show up onthe portal. We have the functionality when creat...
Ralph Hardy 9 months ago in Workflow 0

Option to reveal password as its being typed in Ichannel and Portal

When logging into the portal you should have the option to display the password if wanted. I just had to reset a password and it was painful because the previously saved "incorrect" password kept popping up even though I was pasting the new reset ...
Ralph Hardy 9 months ago in Security 0

My Tasks, High Priority Option

Is there a way we can get projects that are marked with a High priority to show something on the tasks area that they are high so employees can filter their work according? For example, adding a column that has the project status to the task area?...
Ralph Hardy 9 months ago in General 0

Dashboard My Tasks default to me instead of first person in list when pool is empty

I typically monitor one of the "review pools" that are setup for projects/tasks. The pools are setup to disappear when nothing is currently assigned to them (which is good). But when I go back to my dashboard, the My Tasks section currently defaul...
Ralph Hardy 9 months ago in General 0