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Classification/Groups/Users

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Prevent Groups from changing their name

We require insurance, so the group's name needs to be identical to what is on the insurance file. Once we approve a group, we don't want them to be able to adjust their name.
Chris Gentile 23 days 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 23 days ago in Classification/Groups/Users 0 Being Reviewed

New account applicants to give a reason why they want a user account

I am looking for an option to have a brand new user have to input a reason/purpose for using the system and submitting requests/creating their account/group. We have users who we do know their information, requesting to use the system/creating an ...
Chris Gentile 2 months ago in Classification/Groups/Users 1 Future consideration

Link to Re-approve Groups

When our groups update their insurance, they undergo re-approval. The link in the email should redirect us directly to that group, not the manage groups page. It would also be beneficial if the Update Insurance Reapproval went to "Classification A...
Chris Gentile 23 days ago in Classification/Groups/Users 0 Being Reviewed

Link to manage groups

That link is designed to bring you to the Manage Groups page, it is not currently going to bring you directly to the group who is pending. What I would recommend is to have this page filtered by "Status" instead of Group Name, so each time you ope...
Chris Gentile 2 months ago in Classification/Groups/Users 0 Future consideration

Allow attachment to bulk email

As a Facilities Coordinator for the District it would help us to send attachments with important information such as updated policies and procedures, and fee schedules using bulk email.
Chris Gentile 3 months ago in Classification/Groups/Users / Notifications 0 Being Reviewed

Classification Setting to require Notes when submitting a request

To be able to enable the Notes section as a required field for describing setups. This way our custodians will have clear direction and groups won't be limited to a small text field to describe their event or even skip the notes section. Maybe eve...
Chris Gentile 4 months ago in Classification/Groups/Users / Request Submission 0 Future consideration

Allow blocking for past due invoices on the group level instead of classification level

I would like only to block specific groups within a classification instead.
Chris Gentile 3 months ago in Classification/Groups/Users 0 Future consideration

Remove the ability to create duplicate groups

Somehow work to prevent duplicate groups from being created in MLS. It's become quite crowded with multiple groups using the same names etc and we are having to chase down COI, but if they were under one group then we would have all of that info t...
Chris Gentile 4 months ago in Classification/Groups/Users 0 Future consideration

Store Old Insurance Files

I would like to be able to store all old insurance files and reference them in ML Schedules.
Chris Gentile 4 months ago in Classification/Groups/Users 0 Future consideration