Feedback

4th User Role - Manager

There is an option to assign all clients but not an option to remove all clients. Would be helpful to have a remove all clients option from that screen as well to make employee offboarding or client transitions faster.

Include the ability to group team members into a Department. Then, on reports, allow for filtering based on a department (i.e. if I select a department, the report will filter to show the activity of just those team members in that department)

It would be great help to us if there was a way to create a temporary user access for interns with a specific date. Ex: Intern1 user expiration 07/31/2024. We have interns at the firm, and it will be great if their user access ended by midnight of their last day at the firm.

When entering an encrypted record in the Client Vault, I'd like to be able to make them private to just the user entering them OR available to everyone.Right now, all passwords are available to everyone with access to that client. Some passwords this is necessary and so they can go in the vault. But some passwords are unique to each user and I'd like to be able to enter those in the Vault as well.

Toggle to show when a user is out of the office inside the portal - for now, we change our name so that the client sees that particular person is currently out of the office.

Setting timezone for team members or in the Financial Cents account.

Supervisor, or ability to great more granular roles so that some of the admin type permissions are available but not all, set in such a way that they are saved and can be adjusted

It would be nice to have a permission available for users that restricts who can and cannot export the client list, but still be able to see all clients.

I'd like to have my front desk person assign an internal due date, but not be able to otherwise edit the task.