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Paycircle Ideas Portal
Categories Notes and Tasks
Created by Guest
Created on May 20, 2024

Notes Tracking

The notes function is very hard to track messages.

It may be that a note was added in March, but a response was not till April, there appears to be no way of linking messages, or replying to the same message to be able to complete a trail. We use this portal as a secure portal. Notes seen to be restricted to only the month of the payroll being done. This does not work if it is nothing to do with the particular months payroll. I lose track of what has been asked and answered, having to look back over all previous months messages. Things are getting missed.


Describe the Challenge Better notes tracking and user efficiency and error minimisation.
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