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Billing (291)
Client Portal (68)
Client Dashboard (89)
Document Management (72)
Integrations (60)
Notifications (53)
ReCats and Month End Close (78)
Time Tracking (78)
Workflow (230)
Email (99)
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AI (5)
Eliminate case-sensitivity when searching notifications
Can you eliminate the need to be case-sensitive when using the new search notifications feature?
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Notifications
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16
Mass deleting notification error
When I was reviewing my notifications, I searched for a certain phrase to find all of them related to that. For example, I searched for “Review Payroll” to delete all notifications for that task. When I had the sample searched, I selected “Delete all” which indicated 16 notifications would be deleted. This deleted all my notifications, not just the “Review Payroll” notifications that was indicated by the software.
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Notifications
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complete
4
Group Together Client Upload Notifcations
During busy season when many clients are uploading many files all at once, email notifications get overwhelming. Group together client upload notifications so that when a client uploads multiple files at once, users only receive one notification for the group.
8
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Notifications
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complete
29
Search Notifications
It would be great to be able to search within Notifications so we can see everything to do with a client all at once.
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Notifications
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complete
33
Client Emails notification in Project
In the Client Project, it shows a notification of an email, but it is not accurate - It always shows "1" when I send a message, but doesn't clear, and then doesn't have a notification of new messages that I have noticed, always "1".
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Notifications
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