Tell us how we could make the Platform more useful to you.
Completed
Add file to Task
I would like the ability to attach a file directly to a task within the requests.
Completed
Insights
Intelligent business analytics dashboard that transforms your firm's operational data into actionable intelligence
Completed
Own company profile accessible to all users
Easily see the company information and files in one click.
Completed
Create Client Records in Bulk using UENs
User can enter multiple UENs (Unique Entity Numbers) separated by “,” (comma) and the system will create client record per UEN with basic information provided by data.gov.sg.
Completed
Scheduler glitch
When I change the due date on a task that is already assigned to a user, the task gets duplicated on the Scheduler.
Completed
Group/Team Filtering for Requests
Options to filter out requests based on the team each request is assigned to.
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Completed
Secure Online Payment Links for Subscriptions
Allows users to pay their subscriptions instantly via a secure link, using their credit or debit card.
Completed
E Signatures
To allow for documents to be sent for esigning. Thereafter to be saved and stored in the relevant locations such as within a request.
Completed
People Sub-Section in Client Records
Help to manage all contact persons linked to a specific client. Easily view, update, and organize the key individuals connected to each company account
Rejected
Currency setting
Would like to request a currency setting for the fee amounts in the client requests as we have clients in our countries besides Singapore.