The updates to the Notice Letter functions have highlighted orphaned exceptions (document exceptions that are not tied to a document). A common cause for this is that the document tab was deleted from a document structure without first deleting th...
Add Closed Date as a Hardcoded Field for Deposit Accounts
When setting up Purge rules a date is required, and typically banks are purging closed accounts. Without a Closed Date, banks do not have reliable method of flagging the correct accounts with rules, making Purge un-usable for Deposits. Right now, ...
The ability to see a notice letter that was sent previously from the History Tab. This would allow a user to confirm the exact verbiage on the letter, which exceptions were included in the letter, and the ability to reprint the letter if needed. T...
Increase Number of Characters in Notes Field in Dynamic Reports
Customers need to be able to pull in all of the information entered into the "User Notes" field in User Maintenance to the Notes field in Dynamic Reports. Right now, the field only allows for around 30 characters.
Would like Contact and Contact method to default to Customer and Use Paper.
Would like Contact and Contact method to default to Customer and Use Paper. Or have the option to change the default across the board as an admin or super in the System Settings or User Security Permissions.
Community National Bank would like to see history of who made changes on Exception Ignore Flags as the page does not reflect settings and there is no way to know who edited settings.
Prevent Document History From Duplicating When Account Number Is Changed
When an account number is changed in AccuAccount, ALL document history for that account is duplicated. The new entries all have the same time stamp, and they show the original actions (Upload, Delete, etc.), but they now show the name of the user ...
Users have asked for a notification in the software for all users (an indicator on the home page) when new versions are released. At this time it requires a Super User to go into the Admin Page. In many cases the only Super Users are IT and they d...
More Control For Exception Fields on Notice Letters
The previous version of Notice Letters had “paragraphs”, which were easy to customize based on the type of exception it would be assigned to. Fields like Account Number or Expiration Date could be included where they are relevant, but also left ou...
If a customer has multiple exceptions (and those exceptions are all part of the same letter set), the exceptions will not be combined on a single letter if they are on different stages. If each letter stage has different text, this is great, but i...
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