Andrew Flowers

Team

Commented on Payroll company to addThanks for letting us know @Lauren Diedrich! We’ll work with our payroll integration partners to get Vista added as soon as we can.Commented on Save Automations: Add the ability to make the saving automation run based off of a conditionThis is a great idea! We would need to specify what automations might have this control, because we won’t want it to be used when the automation is intended to grab a specific file. We’ll add this to our roadmap.Commented on Updating address fieldsHi @Margie Sage! We’ve updated this to show the addresses and text more clearly.Commented on Extract data from forms@Andrew Flowers I think the T/F could work for items that are not text fields, checkboxes, and radio buttons.Commented on Company PeopleWe’ve released CX People Management! Read more here: https://help.stax.ai/en/articles/12011583-people-management Commented on View formattingThanks for the feedback @Lauren Diedrich! We’re looking at some updates that we can make here that will ensure it is easier to view in the future, especially with longer titles/data points. I’ll link this with our internal planning docs so this will get updated as we plan and rol…Commented on Annual Plan Administration StatusWe released our Plan Admin page here: https://feedback.stax.ai/changelog/cx-1052026 Commented on Extract data from formsHi @Lauren Diedrich thanks for the feedback! Are you thinking for text fields and checkboxes/radio buttons? I imagine when it comes to signatures and other dynamic values, it might get a bit tricky to display those in a spreadsheet? Unless we do just a true/false value. What do y…Commented on Add a Filter for Date Range in Project & Task LevelGreat idea! We can definately add a date range selector to our filters system. This would allow you to search for projects created at a given timeframe. As for searching for plan year specific projects, typically we see this being done today when projects contain a ‘Plan Year’ da…Commented on Ability To Filter By Internal Role and Bulk Reassign by Internal Role, instead of Individual Employee (User)@JPerryman Could you give me a bit more detail as to how you’re thinking this would work? For example, if you have a list of projects, would you want to filter by projects that contain a specific role, or where “John Smith” is the role of plan consultant? Or something else?Commented on Search Landing PageHi @JPerryman great feedback and thanks for sharing. As a part of our design refresh we are working on, a key component is a new search experience that will align with what you’re saying. I’ll have the team reach out and set up a time to walk you through what this could look like…Commented on Sorting and Filtering of ListsHi @Joseph Carolan thanks for the feedback! Sorting lists alphabetically is something we have heard and are working to plan into our roadmap. This would be the same with additional filtering by next task attributes.Commented on It would be helpful if the notification email listed the plan/company it is related to.Hi @Dana Szekeres! Thanks for the feedback. This is feedback we have heard from a few other teams and are working to incorporate this into an upcoming update. :)Upvoted Support Multiple Payroll Locations Per Client Created Company and Ownership Information Change Notifications Created Editing Website Addresses on Company Permission Scope Created Payroll Connection Notifications Commented on Ability to delete options in "Generate Custom Report'@Jordan Karfeld this is great feedback. I’ll add deleting custom reports to our roadmap.Commented on Duplicate Form Templates in CXDuplicating templates is a great idea! Adding this to our roadmap.Commented on Keyword-Based Exclusion Filters in Task SearchThis is a great idea @Jericho Galindo! We’ll add this to our product roadmap.Created Add Payroll Validation to Payroll Uploads Commented on Improved Email Sync and Organization in CX InboxThis is a great suggestion! There are a few technical challenges we need to consider when building this out, however I think there is a lot of value in adding this. Thanks @Jericho Galindo!Upvoted Client Portal Requests Created Client Portal Requests Created Multiple Employer Plan and Pooled Employer Plan Support Created Contact Management in Stax.AI Created Visual Dashboards Created 5500s In Stax.AI