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Task lists generate based on account status/threshold

No description provided
Guest about 2 years ago in AccuAccount 0

Ability to select the last day of the month for Doc Scheduler

When using Doc Scheduler you need to select a specific day- When this needs to occur on the last day of the month it is not consistent.
Guest 7 months ago in AccuAccount 0

Move New Comment Box Above Comments

Would like the box to add a new comment on the customer page to appear above the previously entered comments. This way, there would be no need to scroll through previous comments in order to add a new one.
Guest 7 months ago in AccuAccount 0

Notice Preview/Edit Option when using Email

When using email option it would be helpful to have the ability to preview and/or edit before sending.
Guest 8 months ago in  0

Better sorting when adding exceptions and filtering by record type

When adding exceptions and filtering by Record Type, the options are in a random (but consistent) order. It would be better if it were sorted A-Z, or Credit A-Z - Loan A-Z - Deposit A-Z
Guest 8 months ago in AccuAccount 0

More Sorting Options

Need sorting/filtering options, Branch (Distribution), Exception name(Administration)
Guest 8 months ago in AccuAccount 0

Ability to resend a specific letter

Ability to resend a specific letter. For example, if a letter is returned for a bad address, there is no way to reprint the letter with the new address.
Guest 8 months ago in AccuAccount 0

Remove Time Stamp from Date Field

The "Date" and "Exception Date" fields in the new notice letters display the time on the letter. This takes up extra space and looks messy.
Guest 8 months ago in AccuAccount 0

Change icons on Red and Green

Add floating descriptions to Exceptions tab and Guarantors tab to indicate if there are any Missing Documents. We have a loan officer who is color blind and this would help without clicking on the tab.
Jenn Mitchell 8 months ago in AccuAccount 0

Document View

Add the Approved/Reject button and the next page arrow at the bottom of the page in Document View so you don't have to scroll to the top of the page if you are already at the bottom of the page
Jenn Mitchell 8 months ago in AccuAccount 0