Clients

A place to store the date someone's marital status changed

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 ?

MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.

For easier understanding if the client has been at the "current" home address for more than 3 years or not. At present it is not clear if the address entered is a new, old or incorrect address as there is no reference to the date the client starte...

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

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.

Adding custom field columns to clients list.

You set up this new disengagement letter but the clients cannot sign it. Considering we use brightmanager for signing documents it should have software that allows the client to sign it, much like the engagement letter.

Helpful to have the age automatically shown in the client record directly calulated from the date of birth.