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Heather Gaule (no longer w/ org)

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Latest activity by Heather Gaule (no longer w/ org)
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    Heather Gaule (no longer w/ org) created a post,

    Reporting for Assigned Tasks

    Is anyone using the assigned tasks module for new associate technology requests? I'd like to set up a task flow for each position in the Bank to ensure that when the associate comes on, they receiv...

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    Heather Gaule (no longer w/ org) created a post,

    Reservations- Ability to Re-order Reservation Items

    It would be helpful if we were able to choose the order in which our reservation items appear. If we add a new item and want to keep our existing items in alphabetical order, it's really time consu...

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    Heather Gaule (no longer w/ org) created a post,

    Resize islands within Products & Services Module

    We've established a number of custom fields within the products and services module. It would be really nice if we were able to resize the islands within this module so that all of the fields will ...

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    Heather Gaule (no longer w/ org) created a post,

    Log Expense Reports on Behalf of Another Associate

    We have a few executives at our bank who have assistants who create their expense reports for them. It would be great if there could be a setting that would allow a designated individual to create ...

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    Heather Gaule (no longer w/ org) created a post,

    Auto Forwarding & Tiered Approval for Expense Reports

    As we've been testing the Expense Reports module, we came up with a few ideas that we think would be really nice to see in OnSemble. Since expense reports are set up to go to the associate's immedi...