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Status Under Consideration
Created by Guest
Created on May 23, 2023

Home page option to view bank balances for all groups/entities to which user has permissions, not just one group at a time

In legacy Datafaction imaging "online banking" balances, it was possible to view everything to which the user had permissions. This was extremely useful, but does not appear to be possible in AgilLink. It appears only one group at a time may be viewed on the home page, based on selected entity group membership.

Addendum: If a user is a member of more than one permission group, this feature appears to follow the least populated, vs the most populated group. In other words, if a group has fewer clients in it, it will use that group to display the balances vs the group which has more clients and to which the user also belongs. Not sure I fully understand the logic since if a user has permissions, seems like the greatest possible list should be presented vs the shortest possible list.

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  • Guest
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    Jul 9, 2024

    all the more necessary since there is no drop down list of all our clients or groups but rather we have to type the name/# to get them to come up. it could be easy to overlook a client when going through to check balances group by group.

  • Guest
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    Jul 9, 2024

    yes

  • Guest
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    Jul 9, 2024

    Yes please this was very helpful

  • Guest
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    Jul 9, 2024

    Yes please this was very helpful.

  • Guest
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    Aug 22, 2023

    Yes! This would make checking for potential overdrafts much easier!

  • Guest
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    Jun 13, 2023

    OMG! Yes, we need this. It takes too long to keep clicking one group at a time.