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Feature Requests

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  • Project search screen - sorting by entity id and/or client id
    • Sharon L. Donnelly
    • February 25, 2020 15:47
    0 votes 0 comments
  • Project Search Screen - additional fields?
    • Sharon L. Donnelly
    • November 22, 2019 18:24
    1 vote 0 comments
  • Mail Merge feature - instead of copying/pasting?
    • Sharon L. Donnelly
    • November 22, 2019 18:23
    0 votes 0 comments
  • caseware binders.
    • Mike Linsenmayer
    • October 23, 2019 14:52
    1 vote 0 comments
  • The ability to edit multiple tasks at once would be nice
    • Mike Linsenmayer
    • September 05, 2019 16:13
    0 votes 0 comments
  • Bulk Delete Projects
    • Mike Linsenmayer
    • September 04, 2019 02:39
    1 vote 2 comments
  • Deliverable Dates
    • Megan Punelli
    • August 22, 2019 18:11
    0 votes 0 comments
  • iCahnnel API
    • Shawn Gospodarek
    • June 28, 2019 12:33
    0 votes 0 comments
  • Client "NOTES" attached to documents in iChannel
    • Linda Simons Fortenberry
    • June 07, 2019 20:47
    0 votes 0 comments
  • Portal notifications for clients
    • Trent Ellis
    • May 31, 2019 19:54
    1 vote 3 comments
  • Scheduling
    • Megan Punelli
    • May 23, 2019 15:45
    0 votes 1 comment
  • Projects
    • Megan Punelli
    • May 06, 2019 22:21
    1 vote 4 comments
  • Project Search Options in the Client Area
    • Sarah Lovinger
    • April 23, 2019 23:14
    0 votes 2 comments
  • List all docs uploaded by client
    • Mike Linsenmayer
    • April 05, 2019 18:08
    0 votes 1 comment
  • Have a button to run a bunch of extentions at one time
    • Chad Mohr
    • April 05, 2019 16:44
    0 votes 1 comment
  • Possible Enhancement Request: Creating Contacts when Emailing from iChannel
    • Lacy Magby (old)
    • March 29, 2019 15:23
    3 votes 1 comment
  • Possible Enhancement Request: Quick Search Auto-Completing as Typing
    • Lacy Magby (old)
    • March 29, 2019 15:19
    3 votes 2 comments
  • Possible Enhancement Request: iChannel Printer
    • Lacy Magby (old)
    • March 29, 2019 14:52
    0 votes 3 comments
  • Possible Enhancement Request: Share Workflow Task’s with Clients
    • Lacy Magby (old)
    • March 29, 2019 14:48
    2 votes 4 comments
  • Possible Enhancement Request: Set Links to expire on specific dates instead of a set number of days after a link is created.
    • Lacy Magby (old)
    • March 29, 2019 14:36
    1 vote 2 comments
  • Possible Enhancement Request: Email Reminders for Workflow Items Coming Due
    • Lacy Magby (old)
    • March 08, 2019 22:43
    0 votes 0 comments
  • Possible Enhancement Request: Sticky Setting in the File Area Filter & Search
    • Lacy Magby (old)
    • March 08, 2019 22:38
    1 vote 0 comments
  • Multiple Dashboard Task Lists?
    • Matt Haines
    • January 24, 2019 12:54
    0 votes 2 comments
  • Suggestion for arranging project tags as ascending
    • Matt Haines
    • January 15, 2019 19:47
    0 votes 4 comments
  • Staff notifications when Portal Users view/download files
    • Linda Simons Fortenberry
    • September 10, 2018 19:19
    0 votes 1 comment
  • New Portal Upload Notification and Notes
    • Dustin M Dahm
    • July 10, 2018 18:48
    0 votes 2 comments
  • Saving Search Options
    • Linda Simons Fortenberry
    • February 15, 2018 20:18
    0 votes 1 comment
  • Like a future enhancement request
    • Chad Mohr
    • June 01, 2017 16:21
    0 votes 3 comments
  • I'd like a way for users to submit feature requests
    • Sharon Cholfin
    • August 15, 2016 17:37
    0 votes 0 comments

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