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Document Categories - Custom Per Account

What is your challenge? Our customers would like to be able to add their own document categories to their account and control them via the admin section. For example, if they upload a plot document, it could be categorised as anything they want ...
Chloe Court 3 months ago in Onboarding/Setup 0

Archiving plots - Spec vs Part Res

What is your challenge? In Spec, once all plots are archived, the full scheme moves to an archived schemes section. In Part Res, once all plots are archived, the scheme just remains active rather than moving into an archived schemes section. ...
Chloe Court 4 months ago in Onboarding/Setup 0

Residents to manage their own contact information

What is your challenge? Residents would like to be able to manage their own contact information rather than this being controlled by the admins. How does this impact you? Please describe your idea
Chloe Court 3 months ago in Onboarding/Setup 0

Nomination Instruction - change at account level

What is your challenge? Unable to change the nomination instruction at account level, this text is the default across all customers. Our customers would like to be able to add their own text. How does this impact you? Every time our custom...
Chloe Court 3 months ago in Onboarding/Setup 0