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Classification/Groups/Users

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Add "Attach File" area to Additional Group Files like Managed Groups

I noticed that for Additional Group Files the same options to attach a file there for users to download does not exist here as it does for Manage Documents. Both areas of the site essentially accomplish the same thing with presenting a file to the...
Dan Grassel 18 days ago in Classification/Groups/Users / General Admin Settings 0 Being Reviewed

Confirmation Email for Pending Insurance

End users are reporting not knowing whether or not their file upload when submitting updated insurance actually saved, so it would be nice if the end user received an email alongside the email that is sent to the admin when needing to re-approve t...
Dan Grassel 2 months ago in Classification/Groups/Users 0 Being Reviewed

Insurance Expiration Date in Approval Email

The email that allows for insurance approval is great and we use it! What would make this even better, to include the date the client put for expiration when they uploaded the file. Normally my assistant approves insurance but I walked through it ...
Adam Rosencrantz about 2 months ago in Classification/Groups/Users 0 Being Reviewed

Ability to Edit Automated Emial

We need the ability to create our own text for the automated email that gets sent to a member that registers for an account. Currently, the email says the password is the same as their active directory log in, and that simply isn't true. The outsi...
Guest 25 days ago in Classification/Groups/Users 1 Already exists

Notification Bubbles accuracy

The bubbles that show new to Manage Groups and Bulk Invoicing never really show accurate values. It will say 1 next to Manage Group but there will actually be 4 groups in a pending status needing approval The same with Bulk invoicing. For me it wo...
Dan Grassel 2 months ago in Classification/Groups/Users / Contracts/Invoicing / Notifications 1 Already exists

Credits Column - Manage Group List

When viewing the groups in the Manage Groups page, could we please get a column option to display their "Credit" balance. That way I could sort by groups that only have a credit issued.
Adam Rosencrantz about 2 months ago in Classification/Groups/Users 0 Being Reviewed

Change Requestor v2 - Bulk Update

The change requestor feature is great for single events. However, as an admin doing this for recurring events would save us a lot of time. This should include the group as well.
Chris Gentile 10 months ago in Classification/Groups/Users / Editing/Viewing a Request 0 Future consideration

Existing Users as Group Contacts

When you are adding a Group Contact and they are already a user in the system it would be nice if there was an option like we have on adding Group Managers where we can pick from a list of existing users and have their User information populate ju...
Dan Grassel 9 months ago in Classification/Groups/Users 0 Future consideration

Edit Insurance

We require re-approval if someone modifies their insurance. It would be nice for a message to be displayed to the end user so they know they will need to go through re-approval before updating, as it may cause a delay.
Chris Gentile about 1 year ago in Classification/Groups/Users 0 Future consideration

View all Group Managers + emails for a group

I can see in the Manage Groups area where I can see the Primary group manager information and email but not a way to view the other Group Managers and their email as well. Adding the other Group Managers emails as well would help us have all the c...
Dan Grassel 6 months ago in Classification/Groups/Users / Reports 0 Being Reviewed