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SmarterWX Automate Ideas

Welcome to SmarterWX Automate, an interactive forum where SmarterWX users can suggest, discuss, and vote on product enhancement ideas. Feedback is a big part of how we work to improve SmarterWX. Your suggestions help us decide what improvements we make and which new features to investigate further.

1 VOTE
Created by Guest
Created on Jan 24, 2023

Handling a print and post enquiry more effectively.

  • Can we add a confirmation pop up while closing a task, to avoid the accidental closure of the tasks.

  • Can we have an option to reopen the closed task, in case wrong attachment was shared and task was closed but then we need to respond with the correct one.

  • Can we have an option to modify the sent option to put more attachments, currently we have ‘resend’ which will send the old response again.

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  • Admin
    J M
    Reply
    |
    Feb 1, 2023

    Hi Deepak, thanks for submitting your enhancement ideas via Aha! To help us determine the relative priority of these items, I have a few follow up questions. Firstly for accidental closure of tasks, has this happened before and if so how frequently? For reopening closed tasks, if this option were available would it reduce the need for a confirmation pop-up while closing a task? Finally with modifying the sent option, we are not able to modify a response once it has been sent ... can I confirm you would actually like to resend a modified response to the original referral. Approx. how often would you need to do this? Thanks for your help.