Showing 2 ideas for tag "customer"
(@nkopp0)

Miscellaneous

Add Company/Firm Administrator Role and Functions

As firms and companies are creating individual logins for each user, it would be great to see some functionality around managing those logins at an organizational level. Things like the following: 1. Allow users to associate their personal account with an entity account (allowing an administrator to manage relationships on their behalf). 2. Build account relationships in bulk between users and fee payment methods (one-to-many,... more »

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20 votes
20 up votes
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(@judiths)

Miscellaneous

Customer Number Controls -- Addition/Deletion Notifications

It has recently come to our attention that there is at least one customer number out there to which attorneys have been added that are not actually affiliated with the entity that added them to the customer number. For those of us affiliated with multiple customer numbers, this is disturbing. If we accidentally associate an application with this "Phishing Customer number" others could get access to customer-confidential... more »

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9 votes
9 up votes
0 down votes
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