Answered
Organizers Report - Need Column for Source Document Reminder Date
It would be very helpful to have a column in the report that shows the most recent date a reminder was sent for Source Documents. In preparing to send reminders to our "October filers", I noticed that we have visibility for the Signing & Organizer reminder dates, but not the Source Doc reminder. It would be helpful to have this so that I don't need to click on each client to see when the reminder was last sent.
Thank you for considering!
Comments
Hello Vicki. Thank you for providing this feedback. I have submitted this request to our Product team for review. Have a great day.
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