Feature Suggestion

We require the ability to be able to easily select/tick/tag emails which we require to be passed to our DMS system automatically at the end of a request (i.e. on Hard Close of work item). Currently email simply treats all emails the same, and there is no way to differentiate between ones which are of enough significance to warrant longer term storage in our Document Management System. Give there are hundreds of thousands of emails passing through the system it would be hugely beneficial to be able to select which ones are critical to the business. right now we have to store all emails as there is no ability to highlight the key ones. The ability to mark the email a critical should be possible when reading the email and also when in the process of sending an email. This data then must be available via Enate APIs for email data so that it can be utilised within automations.

As a user, I would like to see a symbol next to ticket for notes added on the packet, this helps me to take the look into it easily and also can be used to see any critical messages put on notes. At the moment if somene adds note - I will have no visibility until I open them and check Example 'i' for new information recieved, similar symbol can be helpful or having a field specific to track any new information on dashboard

Closed Enate Case - Category to remain visible displaying the case category/type directly in the search view once a case is closed. When an Enate case is closed, the category is no longer visible from the search bar (see attached). You have to go into the closed case to see what type of case it was. This makes it difficult for Customer Support locating a certain request the client/IFA is calling about if it’s been closed, or for CAT/Payments/Servicing to complete a file review and obtain the ID, PORA etc. documents. As advised by your team Enate product does not support displaying the case category/type directly in search view once a case is closed, but can you please consider for future enhancement. thanks tracy

Need to be able to bulk upload Contacts with Extension Properties like how bulk task create works with custom data fields.

User changed the category and un assign the ticket from himself/herself after that new information received then that ticket automatically assigned to the user changed the category. Expected behavior : Ticket should not be assigned to any user only new information icon should be updated.

Ability to pause a case/action for X days in a waiting for more information state. Currently this available on tickets but not available for case/action.

Currently we can see the "donut" icons of colleagues in the "My team" area on the Work manager. For larger teams though it is hard to keep a view of the work of colleagues we work with most or colleagues we are supervising. It would be great to be able to pin a number of colleagues so their icons stay at the top

The canned response is specific to the email body, and the subject line remain unchanged. The subject line displayed will be the one configured in the email template within the process. This is the expected behaviour of the product. but it is not confusing that there is a field for configuring the subject on for any canned response. As user I would expect the subject line to be updated accordingly to the Canned Response selected. Enate vendor with the reference number 8033396-T.

Ability to rename files without having to download, rename and then update. Should be able to do this directly within the application, it should be a case of right-click on the file and rename. The file should not duplicate but the renaming file should be audited. The file can remain named the same in the background but there should be the new file name visible in enate and if downloaded (manually or via API) it should have the updated name Consider how this impacts files on emails but we do not want duplicates due to the renaming

As a user, I would like the option to use multiple signatures when drafting emails. This will allow me to select from configured signatures based on process requirements on Enate Environment.