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Features

Export to PDF improvement
Allow filters to be applied when exporting a report to PDF.
3
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Improvement
·
in progress
Notes
Can we please go back to the Old Notes format of having to click OK when there is an update? If we accidentally make an update that is incorrect it is auto saving and we are losing the previous data without an option to revert back
5
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in progress
Snooze options
Snooze options - Tomorrow to mean first thing tomorrow, not exactly 24 hours the next day.
2
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Improvement
·
in progress
Emails within the Task
The ability for relevant emails to be sent directly to & from the task
7
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New
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in progress
Multi Agent XI
1
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in progress
Receipt Capture
1
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New
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in progress
Real-time data synchronisation with other users in account
Currently, when data such as a process tag or status is updated in a Connect Portal, it is not sent across to the other users who are currently logged into the same Connect Portal. This can lead to "unknown" data appearing in the product, until the dataset is refreshed. By using a real-time data framework like SignalR, we can ensure that data is automatically kept up-to-date amongst users in the same account.
2
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New
·
in progress
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