Clients

Show all of the companies SIC codes in their database rather than just the first

Clints often have a work and personal email. There should be an option for a second email address for the client . This was a requts for a second email address for one of teh contacts, not another contact. I donlt think this facility exists curren...

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

We would like to see the Internal client ref number appear next to the Client name at the top of each client record. Currently when you search for a client this does appear in brackets (see attached) next to the client name at the point of search ...

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.

Some companies/partnerships have a number of directors/partners, all of whom may need to approve, or sometimes just one or two. Other clients have internal accountants/bookkeepers who they want to be able to view, but not approve documents (or may...