Give clients the ability to allow memorization coding of Levels on the CC Review Statement screen

In Legacy, there would be an error message generated on the screen if an international wire was paid after the wire cutoff time. Can that feature be added to AgilLink so that we know instantly if that wire needs to be reprocessed the following day...

Currently report automation can only be run by client list. It would save a lot of time if it could also be run by client groups, as those groups are already set up by client and/or desk.

When associating a deposit image immediately, once completed, the program goes back to the upload screen rather than giving the option of printing a deposit ticket/slip. You then have to back to the deposit to bring up the ticket print option screen.

Currently there is no umask password option on the AgilLink login screen. Having this feature will help users verify the password they're inputting is correct.

Users should be able to fully take advantage of their larger screens to stretch columns in the Budget Screen. Currently the icon on the bottom right only allows the ability to stretch up or down and not left or right.

RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.

Rit from Cal Financial would like to be able to upload a budget into AgilLink. It is much easier for them to manipulate budgets offline in excel and upload into AgilLink rather than making them in AgilLink which can be cumbersome.

It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)

"Show current year earnings" was always checked as the default on the balance sheet. This recently changed without any advance warning. We recently "printed" our clients financials and had to reprint them because we did not catch this change. Plea...