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12 results found

  1. Messaging for paperwork requests

    It would be nice that when the preparer has requested paperwork that the client would be able to message in regard to one of the paperwork requests and not just upload a document.

    1 vote

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    0 comments  ·  Item Messaging  ·  Admin →

  2. Send an email notification to the recepients of Item Messaging

    The user who receives Item messaging via Mobile app to receive an email notification as well.

    9 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  3. Delete messages sent via Item Messaging

    Is it possible to delete a message I have sent to a client via Dext Prepare?

    2 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  4. Notification in inbox of message from client

    Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.

    7 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  5. Notification to the submitter when their item has been flagged

    2 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  6. Alert for clients when they receive messages through Item meesaging (not only from the notification area)

    I feel like an alert is needed. I didn't even notice I had a message. It would be a great tool if it worked.

    5 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  7. Hit enter to send message for Item Messaging

    It's such a small thing but why can't we just hit 'Enter' to post a message on an item instead of having to click on the arrow?

    1 vote

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    0 comments  ·  Item Messaging  ·  Admin →

  8. Ability to notify the accountant when a client is done submitting items

    2 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  9. Be able to sent Email messages to the clients directly from the account.

    What I am looking for is a means of sending messages/ emails to client via client view for those clients who are not uploading the invoices in time

    4 votes

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    0 comments  ·  Item Messaging  ·  Admin →

  10. messaging

    Item Messaging - as a form of communication

    6 votes

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    1 comment  ·  Item Messaging  ·  Admin →

  11. Clients to be able to view item messaging via the web app as well

    PPC clients to be able to view item messaging via the web app as well

    91 votes

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    15 comments  ·  Item Messaging  ·  Admin →

  12. Item Messaging available on SMB plans

    We need the ability to use Item Messaging feature with our employees on the direct SMB plans as it would save us so much time and effort.

    19 votes

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    2 comments  ·  Item Messaging  ·  Admin →
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