-customizable and scalable: allows customization of most data fields and drop-down choices; choice of features to implement or ignore, eliminating added beaurocracy.
-data-mining and reporting tool, Snap!Report has resulted in significant time savings in our follow-up processes and status reporting.
- file management: provides a framework to house all working papers and supporting files (.xlsx, .docs. .msg etc); provides version control eliminating the need for multiple versions of a supporting file
-ease of requesting support; prompt response to any support ticket, vendor follow-up and confirmation until resolved.
- use of web-based companion product to collect action plan status comments from clients Review collected by and hosted on G2.com.
-closing and audit/project file sets all content to read only (good) but the ability to drag a supporting file from AutoAudit to an email or network location outside the database is lost. (it can still be accessed, but must be opened and saved to a location outside AA).
- update of automated email content is limited; some fields do not import properly.
- difficult to understand triggers to get automated emails working consistently Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.


