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since ‎07-03-2017
‎24-04-2018
vijayrao
vijayrao
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About vijayrao

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Latest Contributions by vijayrao
  • Topics vijayrao has Participated In
  • Latest Contributions by vijayrao

Unread Conversation Dashboard - Last message recei...

by vijayrao in Ideas and Suggestions
‎13-11-2017 11:41 AM
2 Likes
‎13-11-2017 11:41 AM
2 Likes
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
  • Tags:
  • Dashboard
  • Unread conversation
Category:
  • All State
  • Banks and Financial Institutions

Editing the transaction type

by vijayrao in Ideas and Suggestions
‎11-10-2017 03:20 PM
‎11-10-2017 03:20 PM
Is there a way to edit the transaction type (transfer vs non-transfer) after the workspace has been created? It might be beneficial if there was edit option if the workspace was created as a transfer transaction by mistake and needs to be changed.   Also, it will be useful if there are more transaction types added. e.g. Refinances, caveats etc. ... View more
Category:
  • All State
  • Banks and Financial Institutions
  • Financial Settlement

Re: Outstanding invitations dashboard

by vijayrao in Ideas and Suggestions
‎22-09-2017 10:47 AM
‎22-09-2017 10:47 AM
Hi @BrettCS, Customer/loan account number and PEXA WID will definitely be helpful. I am sure Additional Notes might be useful in some cases too.   Thanks, Vijay ... View more

Outstanding invitations dashboard

by vijayrao in Ideas and Suggestions
‎20-09-2017 09:36 AM
1 like
‎20-09-2017 09:36 AM
1 like
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
Category:
  • Banks and Financial Institutions
  • Financial Settlement

Moving workspaces between workgroups

by vijayrao in Ideas and Suggestions
‎15-09-2017 09:53 AM
1 like
‎15-09-2017 09:53 AM
1 like
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
Category:
  • All State
  • Banks and Financial Institutions

Saving "Additional Notes" from invitations

by vijayrao in Ideas and Suggestions
‎05-06-2017 10:43 AM
2 Likes
‎05-06-2017 10:43 AM
2 Likes
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
  • Tags:
  • invitation
Category:
  • Financial Settlement

Additional columns in conversations dashboard

by vijayrao in Ideas and Suggestions
‎30-05-2017 02:52 PM
1 like
‎30-05-2017 02:52 PM
1 like
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
  • Tags:
  • conversations
  • Dashboard
Category:
  • Banks and Financial Institutions
Latest Tags
  • Dashboard
  • Unread conversation
  • invitation
  • conversations
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