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DocumentImport: Keeping Source Images and Index Files together for failed Document Imports.

When there is an error or an issue where a document cannot be imported (other than Account Number, Customer Number, unresolved MTEs, etc.) the index file gets archived, and the corresponding image remains in the _Data folder. Instead of archiving ...
Glenn Spinuzzi 2 months ago in AccuAccount 0

Restrict Demographic Data

To use the feature, they have to touch all the users to restrict access. It should default to yes as it would be easier to allow a few access than restrict the majority.
Guest 2 months ago in AccuAccount 0

Mass Maintenance Capabilities- Document Move

Mass Maintenance capabilities such as moving retired tab images to an active tab and then able to delete the retired tabs.
Guest about 1 month ago in AccuAccount 0

Display Entire Document Title

When too large to view on customer page add hovering action so user can see complete description when hovering over it without having to click on edit as some users don’t have this user right.
Guest about 1 month ago in AccuAccount 0

More Search/Filter Options

Search reports too large won’t convert to excel, results include credit lines even if only searching accounts making reports much larger and open/closed fields be included on account searches so, for example, we can determine if status is paid but...
Guest about 1 month ago in  0

3. Customer Page Preferences

Account List Preference (Loan List) on customer page more user preferences such as filter Active loans first so every customer shows Active loans in list first. Also, have option for Collateral List similar to Loan List.
Guest about 1 month ago in AccuAccount 0

Display Estimated Close Date on Main Screen for Applications

Since the field exists on the Edit Application page, it would be nice to see the estimated closing date when viewing the application. It currently requires record edit permission to be able to see this field and using a flex field requires duplica...
Guest about 1 month ago in AccuApproval 1

The ability to choose letter or email on the notice distribution page

Would like there to be a letter/email option on the distribution page so you don't have to go to each customer page to make the choice.
Guest 4 months ago in AccuAccount 1

Moving Documents

We need a way to move documents, and all of the document information moves with it. (Expiration date, title, document date)
Jenn Mitchell 7 months ago in AccuAccount 0

Ability to identify certain documents that should not be added to the Audit​

No description provided
Guest about 2 years ago in AccuAccount 0