on 24-03-2019 03:24 PM
Whilst i like the change to "property information" into the "notifications" tab .. i would like to see the "settlement notification" moved to the top as this is what is most relevant to me as a user .. to check that i have input the client/agent details for settlement notifications to go out at completion .. as then I can close down the other two tabs that are not as relevant (notification recipients and workspace notifications.
I would also like to see a tab/option on the dashboard links for SHARED FILES (with an 'unread' counter) to more easily access files and to know when they are uploaded without tracking via emails ..
on 25-03-2019 08:30 AM
Your suggestion about the dashboard link for SHARED FILES with an indicator, would be like the Unread Conversations tab?
I think that is a great idea. It may even provide an opportunity to reduce a conversation being sent about attaching the document, since there would be a clear counter that would prompt the other side.
25-03-2019 08:48 AM - edited 25-03-2019 08:48 AM
Hi Clarkee .. yes my idea about SHARED FILES would be similar to the unread conversations tab .. though it would be useful to show "unread or unseen"counter to more readily know there is a file waiting to be checked or downloaded ..
on 25-03-2019 05:10 PM
Thanks for the feedback! We'll look at the usage patterns for these panels and decide whether to do a holistic change or implement some sort of preference setting.