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PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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PINNED Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
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as an admin you are receiving emails for ALL clients.
about 6 years ago in  0 Potential for future consideration
To remove unwanted/unneeded backup documentation that may have been added by mistake
about 6 years ago in  0 Potential for future consideration
https://gusto.com/
about 6 years ago in  0 Potential for future consideration
https://tallie.com/
about 6 years ago in  0 Potential for future consideration
The ability to whitelist/blacklist IP addresses exists in AgilLInk. Make the page to enter that information available to an administrator or user with the proper role.
about 6 years ago in  1 Potential for future consideration
We need an option to accommodate the scenario: from 0 - 30K Mary's signature prints. Greater than 30K John's signature print. This is irrespective to who approves.
over 6 years ago in  0 Potential for future consideration
On the multiple document upload screen if there is a way to enable me to drop documents into the "existing batch" list from the saved drive rather than using browse and upload buttons. This would prevent me from having the extra step of uploading ...
over 6 years ago in  0 Potential for future consideration
Since we require our firms to move all of the clients data on AgilLink to the new firm there needs to be an easier way for the releasing firm to extract data from AgilLink. Right now they would just have to export all images without any way to ass...
over 6 years ago in  0 Potential for future consideration
Get following error when trying to delete template clients (unused and not tied to any natural client). Also, takes in excess of 3 minutes prior to error coming back. Should delete very quickly
over 6 years ago in  1 Potential for future consideration
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over 6 years ago in  0 Potential for future consideration