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Property Tree

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Property Tree

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2 results found

  1. Remove Revoked Users OR Read Only User from Communications Assignee List

    Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…

    14 votes

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    Assessing  ·  3 comments  ·  Communications  ·  Admin →
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  2. Export All ledger type reports in Excel format

    Our trust account auditor struggles with this every single year. They need the reports in excel format for analysis and testing which we cannot provide. Please enable the ability to export these reports in excel.

    4 votes

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    Assessing  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
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