RFEs - New features & bug fix requests

Current Limitation...

Currently, there is no way for folder structures or granular access controls for template documents. As a result, users with access to the document...

Currently, Scheduled Merge Actions can only send the generated email with output to the user who owns or creates the scheduled job. There is no option...

I would like the ability to change who the scheduled report email is sent from. I create a lot of scheduled reports for other departments that get...

Instead of the generic email messaging in a scheduled report, it would be nice to have the ability to create our own custom messaging.

When scheduling a report, I would like the ability to uncheck fields I don't want to see to not be exported.

In multi-step reports, I would like the ability to create a formula within a step, rather than creating a step for the formula.

Ability to include our organization's logo on a Dashboard in Apsona.

Users cannot directly reference Salesforce Custom Metadata Types within Apsona report filters. As a workaround, they must build additional automation,...

When mass importing tasks, allow the ability to assign to queues.

We need the ability to apply dynamic, context-aware filters based on the currently logged-in user within Grids and Reports. This mirrors native...

It would be very helpful to be able to export reports as the current Excel .xlsx file type, rather than the outdated .xls.

I am using the run parameter input to enable the client to enter a text string to be used in a merge document (the footer text). This text changes...

In email merges we would like a way to turn on/off emails by user, especially in Sandbox. We generally keep the emails turned off in Sandbox unless we...

As a user, if I apply sorting to one step in a multi step report, I'd like the resulting output to be sorted in that same way. For example, If I sort...

As a Salesforce Admin I want the ability to remove unnecessary Apsona UI components (e.g. column search, column grouping, the tools dropdown menu...

When using the merge button, the little process box that pops up is SO small and often text and buttons run outside of the little box window. It's...

MSR step order makes it difficult to do exclusions. For example, I need an email list of alumni with certain criteria OR donors with other criteria OR...

Users encounter an error message after clicking a custom merge button used to send emails via Doc/Mail Merge and assume the email failed, leading them...

Would be great if when running docs to print instead of having to click the download button at the end, to automate that process. My system of...