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PINNED AR Reporting: New Functionality
would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.
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...

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When assigning categories to uploaded documents, it should take you back to the following document # and not just leave you in the filed entry screen. Having to now go back to the main and search the point where you left off
over 6 years ago in  0 Potential for future consideration
as an admin you are receiving emails for ALL clients.
over 6 years ago in  0 Potential for future consideration
To remove unwanted/unneeded backup documentation that may have been added by mistake
over 6 years ago in  0 Potential for future consideration
https://gusto.com/
over 6 years ago in  0 Potential for future consideration
https://tallie.com/
over 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.
over 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