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Serraview

Serraview by Eptura

Welcome to Serraview’s feedback site. We love hearing from our clients. If you have suggestions for how we can improve our product & provide you with better solutions to your CRE needs, please share them with us. While we can't respond to every suggestion, our product team regularly reviews all of the ideas submitted.

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Serraview

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4 results found

  1. Space Type Hierarchy Import:

    Currently making changes to the space type hierarchy is manual and slow.

    With some clients having quite large hierarchies it would help with:
    - The initial upload
    - Bulk changes to default properties of existing space types e.g Charge Rules

    21 votes

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  2. Currently, the only way to update a photo URL associated with a person in the system (the photo that shows up when you search for a person in Engage) can only be updated via Import. I'd like to make that change in the people directory, as this would be a bit easier.

    4 votes

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    • Email templates
    • Field editor
    • Keywords
    • Mapping
    • Profile admin
    • Org units
    • Custom color-by
    • Setup
    • Tagging
    • Retention statuses
    3 votes

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    Completed  ·  0 comments  ·  Configuration  ·  Admin →
  3. There used to be a function called "People Directory" where you could look up an associate and have all their details. It has disappeared; please bring this back!

    2 votes

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