Feature Requests

Idea created by Richard Wills on May 25, 2016
    Under Consideration
    Score15
    • Richard Wills
    • Matthew Reznick
    • John Proffitt

    (Originally posted on 27, August 2014)

    Portal:
    - Ability to remove the "Getting Started" link at the top of the ribbon for obvious reasons. See "getting_started.png".

     

     

    - The ability to customize / brand the main interface in the same was the client-facing helpdesk interface can be customized.

     

    Custom Fields:
    - Masked password boxes. For example, under contracts, many suppliers have their own online portals requiring a username/password. I would like to store the password with contract, but have it masked / hidden with a 'reveal' button. Bear in mind that the password might need to be copied / pasted so a click to reveal is more useful than a 'hover over'.
    - Notes fields. Currently all text is wrapped to one line, even if I press return within the text box. The only work-around (maybe by design) is for me to manually type html breaks after each line. See the attached examples.
    Text Box View - Edit Mode:

     

    Text Box View - View Mode:

     

    Text Box View - Edited with HTML:

     

    Text Box View - Edited View Mode:

     

    Date Reminders:
    - In my case, the example relates to contracts, but it might be specific to other aspects too.
    The ability to define multiple expiration alerts. E.G. for an important contract, I might want to choose to be alerted after 90, 60, 30, 14, 7 and 1 days from expiration. Right now, I can only define one reminder interval.
    - Under the setup, it would be good to be able to specify and toggle on/off  a 'default' reminder interval, in case someone forgets to add one to the contract.

     

    Thanks for listening and allowing the feedback.

     

    Richard

    What problem will this feature solve?: