Malcolm Cox

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  1. 16 votes
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    5 comments  ·  Feature Requests » Appraisals / OABs  ·  Flag idea as inappropriate…  ·  Admin →
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    Malcolm Cox commented  · 

    DEFINITELY need this, the current selection is too limiting.

  2. 0 votes
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    0 comments  ·  Feature Requests » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Malcolm Cox shared this idea  · 
  3. 44 votes
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    4 comments  ·  Feature Requests » Filters / Exports  ·  Flag idea as inappropriate…  ·  Admin →
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    Malcolm Cox commented  · 

    The advantage of the step through is that it provides a "bookmark" for the current record you are working on. This means you can view other records related to the current record and then easily return to your subject record and complete your entries. When you rely on navigating between records, you have to refresh your list each time you access a related record not on in you look up (very time consuming). Hope this clarifies this.

    Malcolm Cox shared this idea  · 
  4. 4 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
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    Malcolm Cox commented  · 

    At present you can only set actions in a track FORWARD of one nominated date.
    It would be really beneficial to be able to set backs BACK from a particular date.
    In addition, it would be useful to be able to set a date for an action in a track relative to a date in a FIELD such as Deposit Due Date, Condition Date, Unconditional Date, Settlement Date, Expiry Date etc . . .

    Malcolm Cox supported this idea  · 
  5. 2 votes
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    0 comments  ·  Feature Requests » Filters / Exports  ·  Flag idea as inappropriate…  ·  Admin →
    Malcolm Cox shared this idea  · 
  6. 2 votes
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    1 comment  ·  Feature Requests » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Malcolm Cox shared this idea  · 
  7. 8 votes
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    2 comments  ·  Feature Requests » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Malcolm Cox supported this idea  · 
  8. 9 votes
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    0 comments  ·  Feature Requests » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Malcolm Cox supported this idea  · 
  9. 21 votes
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    5 comments  ·  Feature Requests » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Malcolm Cox shared this idea  · 

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