Outlook integration with Enate to include the encryption feature
As an external contact added into Enate, the contact will share communications made inbound to Enate are encrypted using the Microsoft Outlook feature. As an Enate user, I would like to receive the emails from the external contact so that I can avoid using multiple applications such as both Outlook and Enate to respond to emails
Broadcast functionality to all clients, only response creates a ticket
As a user I would like to share a bulk email communication to users (similar to a distribution list which can be managed), such as sharing updates, but only the responses will create a ticket for follow up so that I don’t need to share individual emails to a large audience and close the tickets/case with no responses
Changing title of a scheduled action
While creating an action through scheduler title of the action gets created along with the creators name and date by default as per system. Need an option where the title can be customized as per the requirement.
Show a richer visual for Case/Action progress from Map icon
Show the Builder Caseflow diagram (with colour-coded progress through steps and Actions) when clicking on map icon in a Case / Action. Should show completed, in progress items. Possible that some action types, e.g. email, might be hidden. Interactivity to click to open items would be of interest!
Peer Review checklist
Sometimes there are quality control checklist questions in an action that are relevant to a peer reviewer, say something like "did you confirm policy has been set up correctly by agent" Yes/No It would be great if we could configure that some checklist questions can only be addressed by a peer reviewer as part of the peer review stage. So on action completion and pass there would be validation on all agent checklist questions answered by agent and all peer review checklist questions answered by peer reviewer respectively.
Unmerging of tickets
Where a ticket is merged in error there is currently no functionality to reverse this merge. Could you please investigate if it is possible to unmerge the ticket or at least remove the comms relating to the ticket merged in error.
All drop downs in alphabetical order
All the drop downs should be checked and we propose to have the list in alphabetical order so this is more user friendly and less time consuming while we set up client, time calendar schedules etc
Pause periods in Schedules
As a Super User, I should be able to pause old periods in Schedules. It will avoid the creation of oudated cases in PROD.
File size info for individual file at file card
There is currently no file size displayed when viewing files saved on a packet or when sending a file by email. It is really useful for users to see the file size displayed as mail servers have size limits in place which will reject the mail sent Thanks Stephen