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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 6 months ago in AccuAccount 0

More Sorting Options

Need sorting/filtering options, Branch (Distribution), Exception name(Administration)
Guest 6 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 6 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 6 months ago in AccuAccount 0

Task lists generate based on account status/threshold

No description provided
Guest about 2 years 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 7 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 7 months ago in AccuAccount 0

Sort order on Document View

Would like to ability to pic a sort order on the document view. Would also like to see it save my viewing preferences.
Jenn Mitchell 7 months ago in AccuAccount 0

AccuImg- the ability to key in collateral number

AccuIMg to key in collateral number rather than search from dropdown
Jenn Mitchell 7 months ago in AccuImg 0

Document Workflow

Document workflow would set certain documents to send notification to user/user groups for approval before the document is input into AccuAccount.
Jenn Mitchell 7 months ago in AccuImg 0