Ability to export a report that lists all of the clients linked to Openspace, their status and also the email accounts that they have registered with. Currently we can get the list of clients and status, but not the email accounts without manually reviewing each client record.
Marion Benton
That's great, thank you!
We have added this functionality to OpenSpace, so that when you use the client export it will show you the email addresses of the clients and of the staff who are being notified for that client.
Thanks for your comment, we are looking at export at first. So you could search in the excel document exported but yes searching for email addresses in the UI would be great.
Agreed. I would also like a way to search for email address within openspace itself.
Could also include who internally is notified if the client uploads or approves a document
Great idea, i already have this raised with the team. I will update you once its live in OpenSpace.