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CommunityOur document register has gone, anyone else having this issue, other local firms are having the same issue??

Our document register has gone, anyone else having this issue, other local firms are having the same issue??

    • Catherine Clode (Customer)

      Hello Simon,

       

      I also have the same problem and I in fact have raised a help desk email and through the chat room twice.

      I still cannot get any results in my document register. I am unsure why it needed to be changed in the first place, but that is not my main point today. Luckily today I have been able to find the packet numbers I need but absolutely nothing shows up even when I put the client name in the top left hand corner.

       

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    • Cathryn Lak (Customer)

      Simon, I spent hours on this last week with Helpdesk and was informed that it was a planned feature removal. The only way LEAP will change it is if there is enough feedback. I logged an 'idea' but it is really hard to then find it when other people go looking for it! System is frustrating and clearly this is a major impact issue.

       

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  • Bianca Parslow (Customer)

    Same trouble here, complete panic this morning, Leap have advised me they have changed the search function and you can now no longer search client name in the client/packet/Location field you need to select the client in the top left corner -

  • Jared Harris (Customer)

    I had the same issue, PLEASE CHANGE THE DOCUMENT REGISTER SEARCH BACK

  • Jared Harris (Customer)

    sorry that's not an answer, more of a gripe. Basically, leap removed the ability to search client names through the "Client/Packet/Location/Doc. No"

    a ridiculous idea on their part.

    • Marissa Graham (Customer)

      Agreed, this way of searching is very frustrating!

       

      • Catherine Clode (Customer)

        I have just spent 20 minutes or so with a very nice Leap Help Desk person, but it is not as straight forward now. it was so easy with the "client/packet/location/doc no" box, but now if it does not show up when you put in your client name up the top left you have to go into the document packets list, to

         

        find the packet you want. it turn out if you have more than one card for a client (which we do unfortunately) it will only show up the one that exactly matches the packet number you want so you can't just put in a surname in the client name in the top left.

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      • Marissa Graham (Customer)

        Makes the process far longer then what used to take 2 minutes

      • Catherine Clode (Customer)

        I agree. I hate change at the best of times but this seems a totally unnecessary change.

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Our document register has gone, anyone else having this issue, other local firms are having the same issue??