In-App Chat View/Functionality Upgrade
complete
S
Shelby Pitzel
I'd love to see some improvements in the in-app chat:
- the view would be awesome if the message threads had an option for subject if non-trx or for the trx block to be at the very top with the message thread with expand view on the bottom
- a way to track whether an issue has been resolved in the chat itself
- ability to edit or delete comments
- ability to filter threads by date, subject, close section, close month, resolved/unresolved issues, etc.
- show our faces instead of our initials for the profile icon (same request for client portal) :)
- rich text editing
B
Ben Stein
complete
S
Shelby Pitzel
Ben Stein: YAYYYYYY!!!!!!!!!
R
Roslind Burks
under review
R
Roslind Burks
Merged in a post:
Delete Chat Messages
D
Diana Lomer
E
Erin Manning
YES. I have team members that will send an email because it's too hard to send detailed notes in chat.
And a "Send" button would be great for chat too. I hit enter and my chat is gone and I can't edit...so I have to finish on another chat
C
Charlotte Kreitlow
Make it easier to find comments left in the Final Review sections. When a comment is added to a specific account or transaction, it doesn't show at the parent level.
R
Roslind Burks
Merged in a post:
More filter options for in-app chat
B
Brandi Jo Delony
I'd love to be able to archive/delete chats & comments as needed and/or filter all of the comments to a specific date range or even team member, etc…. It would also be great if I had the option to sort the comments/chat in the reverse order from what it is now.
P.S. I’m not sure what criteria Keeper uses now to show the “Archive” button. It exists on some comments but not all…I’d love the option for all! 🙂
R
Roslind Burks
Merged in a post:
Timestamp on chats
W
Whitney Wilkes
Would help to know when things are completed and track efficiencies. Will also help with hand off between preparer and reviewer.
R
Roslind Burks
Merged in a post:
Ability to delete chats
M
Margeret Rhee
I understand you can respond to something you've been tagged on and then archive it, but if I leave a general message in the chat box, there seems no way to edit or delete it after the fact?
P
Penny Chase
I would also love to be able to edit or delete, because sometimes you find the answers to the questions you asked and it would be nice to edit and/or delete to not bother your reviewer needlessly once you have found the answer, or just need to update the question.