When team members are required to achieve continuous professional development points (cpd) or CLE points during a specific time period it would be great for them to go to the transcript screen and search by specific dates. That could be calendar year, financial year or dates they require. This would be an easy feature to add.
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@Whitney can I strongly encourage this to be reconsidered? There are many professional services firms who have CPD/CLE requirements; and not being able to 'filter' these credits to a specific date range is a big downside of the Absorb transcript. We have been making constant requests through our CSM for this feature; and am very disappointed this is no longer on the roadmap. Surely adding a filter is not a complex change. Please reconsider.
Thank you for taking the time to contribute to this idea. We regularly review your feedback and it is instrumental to our feature prioritization and development process. After reviewing our most recent data and client feedback, we have decided to remove this item from our roadmap. It will be re-evaluated for inclusion on our roadmap in the future though, so please continue to share your feedback and your votes here.
@Demetrio are you able to provide an update on this? The roadmap released this year refers to a "more robust transcript" coming soon. It this part of that rollout?
Thank you for this idea. This improvement to our transcript (along with others) are on our radar for our next generation of LE and is likely for 2022. More specific dates will be provided once our 2022 roadmap is available.