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PINNED Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...
PINNED Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

AgilLink

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Users who are Optional on many different workflows would like to be able to hide items to reduce the size of their inbox
over 6 years ago in  1 Removed
There should be a SWIFT code and IBAN fields in the bank definition. This would allow Datafaction clients who have foreign bank accounts for their clients to place SWIFT codes and IBANs in the bank definition for when they need it. Currently there...
almost 7 years ago in  0 Removed
Currently, when I create a new image category (System Admin > Manage Categories) and select a Data Type other than "String", I still have the option to pick "List" from Field Type, but then I receive an error that I actually can't pick "List". ...
almost 7 years ago in  0 Removed
If I am setting up an investment bank account in AgilLink, I don't have an routing number or a last check number. These should not be required fields, so I don't have to input fake data to submit the screen.
almost 7 years ago in  0 Removed
Helps customers sort through their report for a specific period
almost 7 years ago in  0 Planned
Create a webinar or tutorial with differences between DFX and AgilLink
almost 7 years ago in  0 Removed
This feedback came from Daniel at site 10052. He doesn't want to download the template.
almost 7 years ago in  0 Already exists
This feedback came from Andrea at site 10053 (AgilLink). If books are closed to June 2018 and you are pulling Sept statement, you have to select future date. Even though it's not really a future date. Why not just have the option to enter date. S...
almost 7 years ago in  0 Removed
Client would like the list to be based on grouping and would like to have the ability to filter group on the home page. EK - right now, the group with the smallest list always pops at the top (on the homepage). This may relate to the UX revamp in ...
almost 7 years ago in  0 Removed
Current Vendor Detail History report shows only the General Ledger information which only includes amounts. The user would like to have the option to also have the transaction details show on the same report to be able to print this report and pre...
almost 7 years ago in  0 Removed