Morgan McDowell

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal Contact Information

Yes, the point of creating multiple offices is that you can separate out the client group based on the people who work with that particular set of clients.  Then having only one support contact for...

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI Request

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 ...

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• 3 votes

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Gather Organization

We have an organizer WF in FirmFlow. The steps in it are essentially Not Started and Complete. I like to make a routing note when routing that to Complete.  ex. "Sent via SS on 1/22/25" or "Sent vi...

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Client View for users in Client One Hub Portal

This needs to be a top priority for roll out as soon as possible. We absolutely need to be able to view everything from the client's perspective.  There are so many times that you can tell a client...

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• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Window for Returns/Extensions Saved Message is too small for Client

This should definitely be a full page or at least a box that sizes itself to the message.  Clients do not scroll and then get frustrated when they can't figure things out.

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. 5227

This would be a great enhancement. 

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Custom Questions and Organizer are no longer one step

I don't completely mind them being two steps for the client but then I do think they should also be two steps on our end.  Some clients are only completing the questionnaire, skipping the Organizer...

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizer and sourc documents

This is a fantastic idea. I love this.

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• 2 votes

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Organizer Best Practices

Yes! This is so frustrating. We have VERY clear instructions in the email they receive and in the instruction box once they log in (which needs to be made bigger) saying exactly what each button do...

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• 12 votes