Answered
SafeSend Organizers Client Tracking Reporting
Please create a standard exportable to Excel "Client Tracking" report for all clients in the Delivered Organizers. This report should include Client Tracking History: Events,By, and Event Date details. This would increase efficiency as this data is only currently available by individual client look-up.
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Hello, I can see why this would be a beneficial feature and would provide the firm with more data for better efficiency. I have added both of you to the internal request to see something like this implemented!
I agree. I've asked about this in the past and have requested it as an enhancement. I'd like to see a column similar to the last date reminder to last access by client. This would at least let you see from a quick view has the client looked at all (if no data shows), or two was it a week ago and I need to poke them in both situations. But having a more comprehensive report will certainly help with data to determine how we can improve the turnaround time.
Thank you, Diane for agreeing that we need additional reporting capabilities.
Thank you, Alyse for submitting our request for implementation.
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