Thomson Reuters conversion, Enhancment Requests and other issues
Several things are happening that are discouraging over the last few months. Many of them are changes that are steps backward from a functionality standpoint
- The introduction of the Client Portal requirement. Previously the default e-mail that was sent to clients allowed them to sign up for the portal (and retain their data) without additional intervention from the firm. The change was made after most firms sent out their welcome e-mails to clients and the end result was clients trying to hit dead links a month later. Firms are now required to recreate the data that already exists elsewhere on Safe Send and then a send a separate e-mail to the clients. If you ask for a reversion back, tech support says "We can put in an enhancement request".
- The Thomson Reuters rollover requires Multi factor authentication multiple times per day. When asked if this could be pushed back to 30, 60 or 90 day frequencies (as was available in other MFA options on the old platform) we are told, "We can put in an enhancement request".
- The spacing of key landing pages like delivered returns and gather AI has the columns spread out significantly after the Thomson Reuters conversion. When asked if it could revert back we are told. "We can put in an enhancement request".
These things are not enhancement requests. These are changes back to a better system. I don't understand any of these choices.
The good thing is, if anyone responds to this, the rest of the forum won't see it because Comments on the forum don't work as intended either. Don't worry though... fixing that is an enhancement request.
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