Feature Suggestion

As a end users, we would like to have more user friendly email module. In enate there is an e-mail inbox like outlook, but filters don’t save the selected option. Thus, they return to use outlook because is simpler to search and identify their communications per sub team and / or client. If the function is incorporated in email inbox, then it will be easier to respond emails and to keep track in within the inbox only and increase more conscious and natural use of enate. Additionally it is hard to search the closed items emails since the Queue changes to "no Queue assigned" when it get closed.

As a end users, we would like to have Enate and AI enhancement to obtain a summary of emails trails (just like AI prepares a minute from a transcript) to populate a detailed status report for replacing a manual effort to go through the complete email thread

As a end user, we need to have option to ensure that when someone from the team sends an email to a client, other team members should receive a notification. This would be helpful for senior stack holders to have visibility and track the communication being shared with clients.

As a end users, i would like to have a feature to display Action overview due dates for all steps. Currently what we have on Enate is process overview, where we can see in what stage we are with current action. For a user`s perspective, it would be more efficient if actions were grouped under each phase (completed actions, upcoming actions, and actions in progress), with the current action clearly highlighted. In addition, displaying the due date next to each action would further increase clarity and help users stay on track.

As a end user, introducing the option to sort the My team section list alphabetically would make navigation much easier, especially when managing a large number of team members. This improvement would allow users to quickly locate a specific individual and provide a more structured view of their team.

As a user, we would like to have a case triggered only on the days of working as per the process configured supplier calendar days Example: if it a public holiday on 26th Jan as per the supplier calendar of that particular process, then even if it is configufred to start on 26th Jan - it should not trigger and trigger the next working day

As a user, when a client replies to the Case, the notification appears only at the Case level. The last outstanding Action does not receive the notification, even though the user expects to be notified directly within the Action they are working on. This causes replies to be missed because users naturally check the Action, not the Case. The expected behaviour is that replies should notify or link directly to the last outstanding Action, so users can continue the workflow without searching for the reply at the Case level.

Helpdesk customers would like to see an export option which will give the visibility on tickets logged during particular period

As an user, i would like the contact to be further classified under which contract and not just customer - this gives more control on visibility of which contract resources should see and use this contact. This will also help to audit the contacts as per the contract(country) rather than just a contact under global

As a Configurator, I want the ability to preview how a Due Date is calculated directly within the Due Date settings window on the Builder. So that I don’t have to repeatedly create new work items to test different Due Date Flavours, Methods, and Calendars. Current Behavior: To test a Due Date configuration, I currently need to: 1. Configure due date and save the process. 2. Create a packet in Work Manager in the latest version of the process. 3. Check if the Due Date works as expected. 4. Repeat the cycle if adjustments are needed. Proposed Enhancement: Introduce a “Preview” option in the Due Date settings window on builder that displays the calculated Due Date (based on the selected Flavour, Method, and Calendar) where I can input a start date and system gives a calculated due date based on the options I have configured for this due date. All of this should ideally happen within the Due Date settings window (screenshot attached) before I click "Ok/Save". Value / Benefit: • Saves time and effort for Configurators. • Reduces repetitive test cycles. • Speeds up configuration and increases accuracy before deployment.