Have something to say?
Font sizes - Reports
I wonder if the font shouldn’t be a bit larger in the reports. Is it 12pt? Seems smaller.
New user onboarding
As a new user (advisor and customer) I need to be given a tutorial on the key functionality
Help system
As a financial advisor or as an end-user, I need help documentation in case I run into issues.
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.
Whitespace on Phase Advisor Report
There needs to be whitespace between the Client Phase and Title
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.
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.
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.