4 results found

1. Supervisor Account Recovery

   If you accidentally delete a Supervisor from Akixi, it is gone. There is no recovery option. If a customer has custom reports that they have built, they are also gone. It would be nice to have a 30 day trash bin where deleted accounts go in the event that it was a mistake. This would be a huge time saver for customers and partners.

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   0 comments  ·  General Akixi product ideas  ·  Delete…  ·  Admin →
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   Under Review  ·  Anonymous responded

   
   

2. Akixi 3000 Email HOLD status

   We need to be able to put an email in “Hold” status, for example when a customer contacts an Insurance broker (our client), the brokers Agent needs to contact an underwater for pricing and wait for response, before the brokers agent can then reply to the email back to the customer with the offer.

   The broker Agent would also would need to deal with other emails in between this response so would need to be able to take more than one out of the queue.

   As the email picked from the queue would remain uin the agents mail box, this should be marked as ON HOLD" in the reporting until the agent has replied to the message.

   The other way may be that the Agent reply's to the message instantly saying thank you for getting in contact, we will get back to you shortly. The agent would then need to be able to respond to the email from their in box at a later time.

   We need to be able to put an email in “Hold” status, for example when a customer contacts an Insurance broker (our client), the brokers Agent needs to contact an underwater for pricing and wait for response, before the brokers agent can then reply to the email back to the customer with the offer.

   The broker Agent would also would need to deal with other emails in between this response so would need to be able to take more than one out of the queue.

   As the email picked from the queue would remain uin the agents mail box, this… more

   3 votes

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   Under Review  ·  2 comments  ·  General Akixi product ideas  ·  Delete…  ·  Admin →
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3. A re-seller portal

   A re-seller portal to see all admin credentials for customers along with access to their invoicing.

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   Under Review  ·  0 comments  ·  General Akixi product ideas  ·  Delete…  ·  Admin →
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4. Search Capability for AKiXi Online Help

   Clients have requested the ability to search AKiXi Online Help.

   You can use the browsers search capability (CTRL-F), but that only works for the active page. It does not allow the client to search the entire Online Help.

   Very Respectfully,
   Alex Lawson

   2 votes

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   Under Review  ·  0 comments  ·  General Akixi product ideas  ·  Delete…  ·  Admin →
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