Double
Create
Log in
Sign up
Roadmap
Feedback
Feature Requests
Changelog
Boards
Feature Requests
Powered by Canny
Feature Requests
Details
Category
Select a category
Showing
Trending
Sort
Trending
Top
New
Filter
Discussing With Author
Under Review
Planned
In Progress
Partially Complete
In Beta
Complete
posts in
All Categories
All Categories
Client Portal & Communications (866)
File Reviews and Close Reports (476)
Management Reporting (279)
Workflow / Task Management (834)
Collaboration / Comments (125)
Metrics (76)
Time Tracking (175)
Zapier (26)
Chrome Extension (32)
Other (396)
Country Support (7)
Receipts (192)
Tax Suite (62)
Emails (110)
Bank Feeds (52)
Accruals (18)
Prepare 1099s / W9s management (36)
Ask Double (Double AI Chat) (7)
Batch sign-off complete emails
When a manager goes through and reviews and signs off on a client project, I can get 20-30 emails about sign-offs complete. Can we have these emails batched by client as an option?
4
·
Emails
·
under review
6
Apply Firm Branding to Emails
It would be nice to be able to apply firm branding to all email notifications to improve authenticity recognition by clients and vendors given the phishing risks these days. Branding helps identify, but does not prove, the authenticity of the sender. Having a few options to apply the same branding used in the portal configuration, or just using a logo only, on a reduced pixel scaling would be super awesome.
1
·
Emails
20
Emails: STOP the inbox folder deletion from deleting in Outlook or connected mail programm
I attempted to limit folder access in Duble by deleting folders the users see. THis in turn deleted these folders in my outlook mail program. SHOCKING! I found them after a panic in the deleted mail folder. There was no warning that deleting in Double would delete in my mail program too. Please allow for folder deletion in user inbox to limit what folders they can see and DO NOT delete from native mail program.
1
·
Emails
2
Emails: Assign inbox access by folder and not entire email account
Email inbox assignment is too broad. I need to be able to restrict what users see and by client the emails/vemdors/customers etc. are received from. Currently all you can do is give access to a full inbox which reveals confidential emails that come to my practice that should not be seen my my staff. Please amend this to be able to assign email folders to users and not full inboxes.
0
·
Emails
2
Exclude firm owner's email from shared inbox
I love the shared inbox to find all emails related to a client in one location, however, since it's linked by anyone sending to that client contact, there's no way to exclude a particular person from the collection. It would be nice to have a setting that only connects the main firm email and the employee emails so that those communications are caught, but allows for an exclusion from a particular user or group of users. An inbox collection based on the domain going out and those users, not the client receiving. For example: collect all emails out from domain "firm" but exclude user "owner@firm"
1
·
Emails
6
Spell Checker in emails
Please add a spell checker to email!!! Thanks!
0
·
Emails
3
Move personal emails to shared inbox
It would be GAME CHANGING if we had the ability to take an email from our connected personal inbox and simply move it to the shared email account(and even further to the client folder already set up in the shared email account) without having to forward the email or attempt @mentioning a specific person.
0
·
Emails
4
Hide 'your inbox' if not in use
Currently, in the Inbox tab, there's a static Your Inbox, Sent, Drafts, & Archive even if this isn't connected. This gets incrediby confusing for teams, so it would be helpful to be able to hide this if it's not in use
0
·
Emails
4
Shared Practice Inbox signature: show the individual sender (name/title, optional photo)
Right now the Practice/Firm Signature is the same for everyone who sends from the shared inbox. Please add a way for the shared inbox signature to include the person who sent the email, so it’s documented on the message.
0
·
Emails
4
Client Inbox Message Drafts and Attachment issues
When sending a message via the client's portal, the previously used email addresses and attachments do not clear when sending a new message. Please allow the draft to be blank, and remove previously sent attachments. Also, would like to be able to click open/ preview attachments when drafting a message.
0
·
Emails
2
Load More
→
Powered by Canny