John Maloney, Jr
Activity overview
Latest activity by John Maloney, Jr-
John Maloney, Jr commented, Would like to see this implemented in the future. It's too easy for our staff to miss marks made on the Organizer after feeding through the scan software.
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John Maloney, Jr commented, Our firm has also had clients requesting this.
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John Maloney, Jr commented, Same thing happening in our firm. I like Morgan's idea ^.
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John Maloney, Jr created a post, AnsweredOrganizer Summary Sheet
Would it possible to print a summary sheet for each page the client made a mark or comment on the Organizer? Similar to how the comments are added to it's separate page at the back. Even if it's a ...
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John Maloney, Jr commented, This is a big pain point for us as well. Even if we send to one person and let the client put in their spouses email address, we need to take an extra step to make sure that's the correct spouse to...
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John Maloney, Jr commented, I think there is a popup that says they won't be able to upload again after clicking Finished, but this is often ignored. Also the "Next" button on the bottom of the Organizer page implies next pag...
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John Maloney, Jr commented, Then I'd say you're very fortunate. Too many of our clients have clicked finish and called or emailed us asking to re-open the gather request so they can upload more. This is a daily occurrence. If...
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John Maloney, Jr created a post, AnsweredGather - Client Closes Gather
Would like to request that the client not be able to close the Gather request. Clients often don't understand that clicking the finished button means they cannot go back in and upload more document...