nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

How do we get the software engineers/PMs to use the forum posts directly?

CatBot

I have had two technical issues with Quicken Simplifi over the last month, and it's been deeply frustrating that the software engineers (or what ever PM position works with them) cannot use these forums to build their bug reports (and follow up with the people posting on these forums as needed). This seems like a people process issue that doesn't require anything fancy to implement.

As a paying user of Quicken Simplifi, the process to file a bug and track the issue with the technical team is, well, opaque. Although I now know to immediately request a human customer service agent from the AI chatbot, everything disappears into a black box after the chat. I have spent hours trying to document my issues and communicate with the Quicken Simplifi team with unclear results. And no QA salary! Using the chat to submit technical bugs is not a pleasant user experience.

How wonderful it would be if I posted an issue on the forums, follow-up questions are asked (either publicly or directly), the issue is verified by staff (which happens already with the Coaches, I think), and added to the bug backlog. Progress could be tracked/communicated on the forum post.

FWIW, here's the two issues:

https://community.simplifimoney.com/discussion/17202/watchlist-this-month-spent-so-far-amounts-are-wildly-inaccurate

This one just cropped up for me, but I can't update the forum (and looks like the last post is a version of my frustration with the reporting bugs process). I've attempted to submit a bug via the chat functionality and been told to wait a few minutes for a follow up email: https://community.simplifimoney.com/discussion/16844/saved-report-names-on-the-right-dont-always-match-the-report-names-listed-across-the-top

Find more posts tagged with

Comments

SRC54

It can be frustrating for any of us when things don't get fixed or changes implemented as fast as we want.

I think you are doing right posting here and also reporting from inside Simplifi. I know that the development team does look over the forum posts though, so just keep posting information and giving as much detail as you can. But they mainly leave it up to the coaches and fellow users to reply.

One thing I run into is that the issue is often not necessarily a bug but a feature that hasn't been implemented how I think they ought to be (not saying that what you report is necessarily not a bug). Simplifi has become quite a complicated program (excuse the word play) making it more difficult, I think, to implement some of the refinements I want.

So it's mainly "show stoppers" that get fixed really fast, BUT with the new features especially if you post in the conversation set up for those comments, the development team will see them.

Hang in there!

Coach Natalie

@CatBot, thank you for taking the time to share your feedback! I understand how frustrating it can be to spend time documenting an issue and then feel uncertain about what happens next.

Product Managers can review issues reported through bug reports submitted by our Support team, which helps get issues in front of the appropriate teams for investigation. While we do our best to identify and escalate community-reported issues, we have limitations on the bugs we can submit directly. For example, we need to reproduce an issue or see enough reports within a limited timeframe to establish a trend.

Because of these limitations, the best next step is to contact our Support team, who can gather the necessary details and submit a bug report when appropriate. I know this may not be the streamlined process you're hoping for, but it helps ensure we document issues with the information needed for further investigation.

https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

We appreciate you taking the time to document these issues and share your feedback here. I also understand your desire for more visibility into what happens after you submit a report, and your feedback on that process is valuable.