Adrian Thomas

Created Option to Add comment by just pressing "Enter" in addition to option to click on "Add Comment".Created Individual Detail Box Toggle to View/Hide within the Individual Transaction Upvoted Repeating Tasks Upvoted Add ability to complete key date tasks in the banner view without having to open the task, mark complete, update, close task.Upvoted Add Option for Checklists to be visible on the portal)Created Add Option for Checklists to be visible on the portal)Created Add ability to complete key date tasks in the banner view without having to open the task, mark complete, update, close task.Commented on During Transaction Step of the Transaction Launch, I'd like to also have the split screen showing the contact so I can copy/paste additional contact info into the contact prior to launching@Brett Keppler I think having the new notes feature you just implemented can solve this for now! TY!Commented on Search Field on WorkflowsGreat idea!Upvoted Search Field on Workflows Commented on During Transaction Step of the Transaction Launch, I'd like to also have the split screen showing the contact so I can copy/paste additional contact info into the contact prior to launchingCorrection - split screen showing the Contract while Adding Contacts Created During Transaction Step of the Transaction Launch, I'd like to also have the split screen showing the contact so I can copy/paste additional contact info into the contact prior to launching Upvoted I would like the ability to duplicate or copy a transaction. I work a lot of double sided deals so this would save me time if I only had to duplicate then add the task template I needed. Thanks!Upvoted Bringing Groups Into Workflow Created Add ‘Hide Child Task’ Dropdown Preference in NEKST App or just have it match account preferences.Upvoted Is there a way to add a yes/no flow chart within a workflow Commented on Add Arrows like the ones in my screenshot to Transactions Pages so they we can scroll through them based on whatever we sorted by in the Transactions View Grid.@Brett Keppler checking back on this one. Any possibility to make key dates column in transactions view sortable? Same question for the number of past due tasks Column in the transactions tab.Commented on Add a filter for tasks with commentsThat’s a good point about the comments, but I don’t think that would be a bad thing if they see all their comments since most users are not using them for task completion purposes anyways. That might be a nice consolidated area to see more comments in one central view in general,…Commented on Add a Pause Functionality to the Transaction@Brett Keppler Transaction Setup sounds good! It would be rare so I don’t see the need for it to take up space in the main transaction view.Upvoted Task Type Notes Commented on Task Type NotesYes! I like this. Did you know that you can add a note in the global Client Portal Settings and that will make it appear everytime you launch a transaction? This doesn’t resolve your request for smart tags, but you can make a little plain text checklist that will then appear in y…Created Add a Pause Functionality to the Transaction Created Add a filter for tasks with comments Created Detail Boxes: Add 2 New Types. See description Created Add Arrows like the ones in my screenshot to Transactions Pages so they we can scroll through them based on whatever we sorted by in the Transactions View Grid.Created Key Date Banner at Top - Add Hide Completed Task Option + Add Option to Complete Task from Banner View!Commented on Once, I set an email or sms to auto send, there should be an indicator of some sort reflecting that it's scheduled so I don't have to keep re-opening to make sure Autosend is checked off. For TC work with so many files, that can be a lot! Additionally or alternatively, a "Schedule then Mark Complete" option would be amazing so that I don't have to see the tasks cluttering my list anymore once it's been scheduled.This one was done and it’s fabulous! Now, we just need a filter option added so we can filter out emails sms’s that are set to auto-send but haven’t gone out yet.Commented on Declutter the Linked Dates Format in the Transactions Page. For each column, I don't need the parentheses to remember task is linked. I really just want a simple format date right here ie 2/6/26 or something along those lines. If some users want differentiation for linked tasks, the dotted underline is plenty.I’m also wondering if this would allow row height to be smaller, allowing for a nice, compact view I could easily screenshot and print out as a reference each day/week.Created Declutter the Linked Dates Format in the Transactions Page. For each column, I don't need the parentheses to remember task is linked. I really just want a simple format date right here ie 2/6/26 or something along those lines. If some users want differentiation for linked tasks, the dotted underline is plenty.Upvoted Child/Dependent Task Due Dates - Need more options