Answered
Gather AI Request
Is there a way to change the Gather AI request. All of our clients get to the organizer and think "Next" brings them to the next page but it is instead locking them out of the organizer and bringing them to upload their documents. Can there be a button that suggests next page instead of the little arrows at the top?
Comments
Hello Kristina,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
Agree with this. When using our TEST client, I did the exact same thing. The page buttons at the top of the page are not very obvious. I think just moving them to the bottom of the page could be helpful.
I agree. A lot of our clients are accidentally locking themselves out with the Next button. With that being big and blue it is very easy to overlook the actual page arrow buttons at the top. They are very small and kind of blend in. It would be great if the buttons were able to contain more information to make it VERY clear what action they are about to take.
For instance:
We are getting tons of calls and emails with the same issue. Clients think they are going to the next page of the organizer and they close the organizer all together. Updated buttons would be appreciated.
Calls every single day about this. It is really getting tiring to explain and then reopen the organizers!
Same thing happening in our firm. I like Morgan's idea ^.
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