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Feature Requests

Anonymous

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Folder for templates for easy access
It would be great to have an option on the homescreen to access the templates directly, or perhaps a place to store them(like a folder) on the home screen. It would allow for the ease of accessing the templates and changing something.
1
ability to see the date the source was connected
it would be great to have a feature to see When the source was connected or verified
0
Archive folders or reports
Would be great to have the ability to not remove but archive certain client folders that might not be active right now but might be relevant again in the future.
0
Ability to tag client folders
A possibility for different account managers to tag which clients are theirs so it would be easier to manage them. Additionally, being able to have the Overview rows dictated by the tags. This will eliminate having to manually add and remove rows based on team changes/clients leaving. Having the option to use multiple tags for the same client folder would be a plus.
0
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