New Customer Upload features: Notification flag, subfolder links for individual users
The Web Client Notification Flag feature, previously beta tested with support for Administrator IDs only, has been released for all group users (Web Client only). If email notification is ON for Customer Upload for a particular user, the new indicator will also alert that user graphically:
Clicking on the white flag will drop down a lost of Customer Upload notifications, and clicking on a particular notification will directly open the folder where the new file(s) are located.
For more information see the FAQ.
We also recently added a new feature for Customer Upload — individual links for individual users in your group account. This can give individual employees their own unique link to send to customers, with the resulting subfolders and files created by the Customer Upload process delivered, along with notification, to that employee’s private folder.
If you are interested in exploring how to leverage this new feature email support for a consultation.