About vijayrao

Hi, It might be more informative for the user if the date/time of the last unread message received is displayed in this column rather than the last read/actioned conversation message. If the users are sorting this column then the current config doesn't really help in the context of the dashboard.   Thanks. ... View more

When we click on a particular outstanding invitation line item only the land title reference and the property address comes up. It would be better to have more information displayed like loan account numbers, PEXA WID etc which will remove the additional step (and time) to click on the view button to go to a different screen to get more information. This feature will be useful when a team member is looking for a specific WID and doesn't want to go through the entire list of outstanding invitations to find the correct one. ... View more

When a team member allocates the workspace to a workgroup (B) that he/she doesn't have access to and removes the workgroup (A) that he does have access to then an error message appears on the screen. It might be better if we have a user-friendly error message rather than having 'An Unexpected Error Occurred'.   ... View more

Hi, Is there any way to save or retrieve the "Additional Notes" text entered in the invitation after the acceptance of the invite? Usually the additional notes contain useful information on the customer account number and/or other details that might be useful at a later stage. At this point, once the invites are accepted, there is no way to get the "Additional Notes" back.   Thanks. ... View more

It would really help if there are additional columns in the dashboard for conversations around 'Jurisdiction' and/or 'Workspace Role'. This would help in filtering the unread conversations further for teams within the same subscription handling different states and types of transaction - incoming vs outgoing. ... View more