Font sizes - Reports
I wonder if the font shouldn’t be a bit larger in the reports. Is it 12pt? Seems smaller.

Cam Marston Sample Advisor Acct About 2 months ago
Font sizes - Reports
I wonder if the font shouldn’t be a bit larger in the reports. Is it 12pt? Seems smaller.

Cam Marston Sample Advisor Acct About 2 months ago
Completed
Links expire after 24 hours
Currently an invite link expires after 24 hours. This is a key security concern to reduce brute-force attacks and cannot be changed. However we need a method where users can request a new invite link.

Kai Gray About 2 months ago
Completed
Links expire after 24 hours
Currently an invite link expires after 24 hours. This is a key security concern to reduce brute-force attacks and cannot be changed. However we need a method where users can request a new invite link.

Kai Gray About 2 months ago
Completed
column for client scores
Perhaps on the customer page a column added that shows the cumulative score of each Customer so that I can quickly go to the page and remind myself of each of my customer’s scores? to the Right of the Completed column, maybe.

Cam Marston Sample Advisor Acct About 2 months ago
Completed
column for client scores
Perhaps on the customer page a column added that shows the cumulative score of each Customer so that I can quickly go to the page and remind myself of each of my customer’s scores? to the Right of the Completed column, maybe.

Cam Marston Sample Advisor Acct About 2 months ago
Completed
ability to edit
I entered his name wrong. It’s Bob Jones. Any way to go in and edit - what If I got his email wrong - to correct mistake.

Cam Marston Sample Advisor Acct About 2 months ago
Completed
ability to edit
I entered his name wrong. It’s Bob Jones. Any way to go in and edit - what If I got his email wrong - to correct mistake.

Cam Marston Sample Advisor Acct About 2 months ago
Completed
Personalized note
Like to be able to send a personalized note when I invite someone to take the PHASE assessment. “Hey John, this is the PHASE system I mentioned in our meeting. It’s not spam. Let me know if you have any issue with it -should be self-explanatory.

Cam Marston About 2 months ago
Completed
Personalized note
Like to be able to send a personalized note when I invite someone to take the PHASE assessment. “Hey John, this is the PHASE system I mentioned in our meeting. It’s not spam. Let me know if you have any issue with it -should be self-explanatory.

Cam Marston About 2 months ago