Hi 👋

Please could you create a new title at a client level under AML called TaxCalc AML Then bring across the following fields from TaxCalc Biometric check status. If there is a successful check, populate Engager with "Successful - DD/MM/YYYY" where the date is the date the sucessful

I think it would be good to get an automated confirmation sent to someone when they've filled out a prospect form. This would let them know their form has been received successfully and also gives users a potential for an additional marketing oppourtunity to prospects.

When useing Ai for tasks and reports, working files and memory files are often in markdown (.md) files. It would be useful to be able to view these files (as you can with PDF files) by clicking the View button instead of having to download them. Markdown is often the default form

Ability to bulk change phase stage assignee to no staff member set.

It would be a useful if in the filters column on job view, you could select multiple statuses rather than just one. That way we could disclude records requested and have an accurate view of every job that had been booked in and what stage it is at. Thanks!

it woul dbe helpful if you could use the placeholders to set a deadline in a client email - for example number of days before internal deadline. unless this is already a thing.

I'd like to put in a feature request to ask for bulk document upload with automatic client matching. One of the drivers for us buying engager was to enable us to share payslips via a portal so that we could get away from password protected email attachments, which clients dislike

Ability to forward an email already sent from engager

Same as you can for Notifications