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Emails should display "From" instead of "From/To/CC" in document section

Didn't know if this was by design, or if there is a setting/option for this, but in the document section of a client in Ichannel, when we click on Emails, one of the columns says "From/To/CC", but only lists the From. Is there a way to show the To...
Ralph Hardy 10 months ago in File Area 0

Add a code at the bottom each email template

Request to put a code or name with version at the bottom of each email. This way if there is an issue we know what template was used and can be altered.
Ralph Hardy 10 months ago in General 0

Add check box to filter inactive clients when moving files

Users requesting an option to filter clients by active/inactive status when moving files between sites. When they go a little too quickly, they end up moving a file to an inactive site with a similar name. Pretty much identical to the "Include Ina...
Ralph Hardy 10 months ago in CRM / File Area 0

Automatically Format Phone Numbers in Fields

Would be nice if when you entered numbers into the phone and fax fields that the software would automatically format numbers into a standard (111) 111-1111 format. There are all kinds of dashes, periods, etc and if number is typed without them, it...
Ralph Hardy 10 months ago in CRM 0

ADA Website Compliance, Site Accessiblity: Contrast

Users find iChannel difficult to read with the use of colors and size of font, even when magnifying the browser screen. If you don't already have an option for a site that is more accessible, you should create one. https://www.w3.org/WAI/perspecti...
Ralph Hardy 10 months ago in General 0

Display Emails on Send Esignature screen

It's very difficult to figure out what email address it is sending too when sending Esignature. This addresses if the user has multiple emails. It seams to pick the first one by default. Requested that it show name and email on screen.
Ralph Hardy 10 months ago in File Area 0

Link Documents between only active clients.

When we are linking clients, I don't want to see all the inactive clients. Can we get a check box or a setting on the admin module that allows us to keep inactive clients from showing up in the list? It makes the list extremely long and I don't wa...
Ramses Diaz 10 months ago in File Area 0

Lock Finalize option on settings gear Wheel.

If you could add an option here for users to easily mark files as finalized/ locked
Ramses Diaz 10 months ago in File Area 0

Install iFetch silently.

an enhancement that would allow iFetch to be installed silently. A way to suppress the install wizard and have it accept everything so no user interaction is needed.
Ramses Diaz 10 months ago in General 0

Be able to set the default page for Portal.

On client portal, several of our clients have been confused by the fact that upon login, the first screen they are on is the submit files screen. Our clients are more often logging in to see files that we have sent to them and they are not realizi...
Ramses Diaz 10 months ago in Portal 0