blue tab called "Get Started & Learn" on bottom left corner should be permanently removed.

clean_gujjuscleaning
clean_gujjuscleaning Member Posts: 3 Novice Member Novice Member
in Reckon One Ideas

reckon software update:

when someone join Reckon one first time show them that blue tab called "Get Started & Learn" on bottom left corner for 28 days OR while they are using free trial OR while they check off all the suggested tasks in that tab called "Get Started & Learn"
As soon as either of this condition is fulfilled by an user, that blue tab must be permanently disappear. Because there is no point keep showing it there afterwards. it is just annoying and keep disturbing on the way while creating an invoice or doing other things in reckon one.

hope they get the point and support accordingly.

1
1 votes

Already Offered · Last Updated

The ability to dismiss the checklist is available by clicking the Dismiss Checklist option.

Comments

  • Jason_Z
    Jason_Z Reckon Staff Posts: 240 Reckon Staff Reckon Staff

    Hi @clean_gujjuscleaning,

    Thanks for the suggestion! I believe the blue tab should disappear once the checklist is completed. Alternatively, you can also choose Dismiss Checklist if you're not interested in completing it.

    I definitely understand how it can be a bit annoying or distracting, especially if you're already familiar with the software. Give that a try and let me know how it goes!

    image.png
  • clean_gujjuscleaning
    clean_gujjuscleaning Member Posts: 3 Novice Member Novice Member
    edited August 21

    Hi @Jason_Z

    I don't have that Dismiss Checklist option to click on it. That is the reason why I have posted. If it would be there, then I should have done that before wasting anyone's time here. so, please look into it. I have completed that checklist, too. still I can't dismiss it. Because there is no any Dismiss Checklist option show up to click on it.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,626 Reckon Community Manager Community Manager

    Hi @clean_gujjuscleaning

    It might be better for us to understand what options you're presented so we can better assist you. If you're not seeing the Dismiss Checklist option can you please give us a screenshot of what is showing for you when you've clicked the Get Started & Learn button.

    If you've completed the checklist, then you'll see a Close this list option. Click on that to close the checklist and remove the button.

    image.png
  • Jason_Z
    Jason_Z Reckon Staff Posts: 240 Reckon Staff Reckon Staff

    Thanks for the suggestion, @Rav .

    @clean_gujjuscleaning , if none of these suggestions apply, I’m happy to take a closer look into the issue for you. Just let me know, and I’ll reach out for more details.

    Cheers,
    Jason

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