Ideas

Context User is viewing the strategy tab in a project. Design Requirements See attached. Normal notes feed interface; remove strategy documents panel when placing this panel in both firm and client user views. User Requirements Firm a...

1) Need to be able to identify firms by cohort; 2) allow individual firm users in active cohort to use toggle. 3) need walkthroughs and support docs available.

When adding an additional email to the account: If email is already associated with another account, display warning “This email is already associated with an account. To merge the two accounts, enter the password for the account you adding h...

Context User has active account. Visual References Add and save email interface. Edit email interface. Set as preferred setting option for each email entry line. User Requirements In edit mode, User can set email as their preferred email account...

Context: For better user education and a common project to reference, every new firm be initiated with the same example project. Visual Requirements: UR: Firm users see example project in their projects list. FR: The project url extension is the ...

Add “Click to Add” in account profile page under email. Include “Set as preferred” setting. When only a single email is on the account, it is automatically marked as preferred. Mark all existing account emails as preferred. If MFA is activ...