Unified Client Activity View Across Modules
We'd love to see an enhancement in SafeSend One that gives a more unified view of each client across all modules (Returns, Gather, etc.). It would be really helpful to be able to look up a client and quickly see everything they currently have outstanding all in one place. Right now, since reminders are handled separately in each module, it’s easy to think a reminder was turned off when it is actually still active somewhere else, which can lead to clients getting multiple notifications. We've had client complaints as a result, so a single, consolidated view would make things much clearer and help avoid that confusion.
Comments
Yes! This exactly! We've had many client complaints and it's time consuming having to go to each module to search for a client and see what they are receiving.
Also the Client Portal should pull the information from Client Management; when we have clients leave us; there are too many places we have to go to remove them from the system; Client Management should be the homebase
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