Hide fees via the ISN report writer
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A
Al Bolt
Problem: Fees cannot be hidden on a published report. Generated via the ISN report writer
Example: An inspector who should not have visibility of the fees is able to see these on the published report and via the page generated via the report preview.
Suggested solution: Tie the user setting "Do not display fees to this user" to the report writer or provide an option to hide the fees from certain reports as all parties can see those fees.
Janaya Fix
Merged in a post:
Fees are Visible on Report Preview
i
isn
The user reported that anyone with the report preview link can still see the order fees. This is an issue when they want the buyer's agent to access the report but not see the fees.
d
droos
Agree
Janaya Fix - Product Management
Merged in a post:
Option to Hide Fees and Sensitive Information When Sharing Reports
A
Al Bolt
When clients complete reports and share them directly, they often forward the file to their realtors, who may then share it further with other realtors or parties. Clients don’t want the report fees or certain details to be visible to everyone. There should be a feature that allows users to hide specific information, such as fees or other sensitive data, at their discretion. This way, when reports are shared, only the intended information is visible.
Janaya Fix - Product Management
Thank you for posting, isn! I have a few more questions for you:
- What specific information should be hidden from the report preview?
- Is there a specific role or user type that should have access to the fees?
- Would you prefer an option to toggle the visibility of fees in the report preview?
A
Al Bolt
All the robot questions have been answered in the request. How about we schedule a phone call so we aren't going down an endless path of automated ?'s. 208 420-1998 Thank you. Al
Janaya Fix
Merged in a post:
Hide fee/service amounts
A
Al Bolt
The feature enabling administrators to restrict the visibility of fees to certain users may be bypassed if an inspector gains access to fee amounts via the report preview or published report.
Example: If the "Do not display fees to this user" is checked in the user administration page, fee amounts will still be seen on the report.
A suggested solution is to empower owners or office managers with the ability to hide these service fee amounts, to ensure stricter control over fee visibility.
Janaya Fix
Merged in a post:
Please remove the fee from the final report
A
Al Bolt
Janaya Fix
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S
Sewer Scope
Totally agree! I don't want Realtors scrutinizing my fees. I don't review their fees. That's between me and the client. Bad for business. This one thing will keep me away from PalmTech Complete until it is resolved, no hyperbole.
Janaya Fix
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