79 results found
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Forwarding a portal message to another contact of the client team
Currently ability to forward a message already on portal is only available internally to employees within the firm, however, it would be good to be able to forward the message to other associated contacts of the client. Currently we have to recreate the message to the other client team member.
7 votes -
29 votes
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Enable clients to use Alias rather than given name
I number of client use thier middle name on a daily basis but thier full name on official documents. At present messages are sent address using the full name. Please can we use the alias or salutation on the message.
8 votes -
Automatically convert documents to PDF for Portal
If a user tries to publish a word document to portal they should get the option to convert to a PDF at the upload stage rather than have to create a PDF collection first
28 votes -
A notification system for message failures
Some kind of alert that notifies staff members that their message has not been delivered. The message tracker relies on checking it and doesn't clearly state the client. It also means staff members need to keep an eye on all messages going out and not just the ones they are responsible for.
9 votes -
approval per document
When uploading several documents to the portal, the document approval applies to all documents. It would be better if it applied to each document individually. That was a set of accounts can be approved by directors A and B, the letter of rep approved by director A the board minutes by director B etc rather than having to gather approval on all documents from everyone. Currently people may try and send these documents in different messages to get around this, which creates further untidiness for both us and our clients.
8 votes -
Seperate "delete draft messages" and "delete messages" security permissions
Currently, you are only able to delete draft messages if you have both "delete draft messages" AND "delete messages" task permissions ticked.
We do not want any messages deleted, but if mistakes are made in a draft message and need to be deleted, it would be useful if the person who drafted it could do so.
13 votes -
Easier filing to DM for Portal documents
To file a document in DM you currently have to click Documents, go to the correct folder, select the document then Move to DM – it’d be so much easier to have an icon next to the document in the preview panel
7 votes -
Portal - if message has been read or a tick to ask if the message has been read
It is important to know if the message has been read as presently the only way to know is by phoning the client. Or there should be a tick to let us know when a message has been read. I know we get to know if the doc are approved but need to know if messages we sent have been read.
3 votes -
Notifications that a message has not been read
It would be nice to know if a portal message is still unread after, say, a week. Perhaps a notification into the Portal inbox of the original sender?
19 votes -
Enable client to view documents they attach to a message before it is sent
Currently a client is unable to view the documents they have attached to their message prior to pressing send, which meant they were unable to check that they had included the correct documents.
I am aware that when I use the Messaging Centre to send documents to clients there is a hyper link to all the attachments which can be viewed prior to pressing send.
Can we enable this feature for clients?
9 votes -
Portal Messages - More merge fields
We could do with some more merge fields when sending messages - for example, additional portal contacts do not have their own "Salutation" field, and it just pulls it from the main company.
4 votes -
Audit trail on portal documents
Like the document centre allow us to see who has opened the document, who has saved the document into central document system etc.
1 vote -
Associate contact saluation
could we please have an option to use the Ass Contact Salutation within the message template? Currently the Client Salutation is the only one available
6 votes -
7 votes
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Reminders for documents pending approval
It would be useful if the frequency of reminders (if not also number of them) could be chosen (or changed from default) when publishing the document to the portal.
Initial thoughts are that throughout Nov, Dec and Jan we would like more frequent reminders for tax returns requiring approval. We could set this globally for all documents pending approval. However, this means that lots of clients will also be constantly emailed to approve their company accounts (which may not be in a rush to be submitted), or an updated engagement letter etc.
6 votes -
To be able to see the client's view of the portal
I would like the ability to see what the client is seeing on the portal - especially where there are individuals with different rights.
7 votes -
Forward Portal message to other users automatically
Can you add a way to automatically forward Portal messages to another user if you are of the office?
5 votes -
MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD
Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.
A similar feature in OneClick would be needed too.
0 votes
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