Clients

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

To help with data quality and capture basic essential details before saving. Could we have a small number of mandatory fields when creating a new client - Name, Address, email, phone number, Client Type and Nature of business ?

Option to change the payroll frequency.

Self-employed people can prepare accounts on the cash or under GAAP. The cash basis will soon be the default position. The client record should have the accounting basis selected so we can distinguish the method (in the same way we can on VAT regi...

If we need to add the same note to multiple clients, it is a case of going in one by one to add the note.

A mockup attached. Files could be stored in Document under "Notes"

I like the ability to capture a lot of information about each client - but we find ourselves searching through lots of completely blank fields that are irrelevant / unused in our practice to get to the data we want. I would like to be able to cust...

I like the fact you can log a client's Nationality on BM, what would be more helpful would be if an additional box could be added to confirm a clients residency. This would provide a lot of clarity.

Deadline calendar on the overview page as a widget, then one is able to have an overview of clients that have deadlines. currently the task deadline overview only provides generic information related to the task it would be great to be able to ide...