Skip to Main Content
ADD A NEW IDEA

Clients

Showing 83 of 555

Custom views / hiding fields

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...
Guest almost 2 years ago in Clients 0

Deadline calendar

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...
Guest almost 2 years ago in Clients 0

Add marriage dates for clients

A place to store the date someone's marital status changed
Guest almost 2 years ago in Clients 0 Planned

Upload files with client's timeline notes

A mockup attached. Files could be stored in Document under "Notes"
Guest about 1 year ago in Clients 0

Residency Details for Client

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.
Guest about 1 year ago in Clients 0

Bring back being able to search for archived clients

No description provided
Guest over 1 year ago in Clients 2

Adding custom field columns to clients list

Adding custom field columns to clients list.
Guest over 1 year ago in Clients 0

Staff permissions - adding clients

Could you add a tick button under staff permissions so that we have the option to allow certain team members only to be able to add clients?
Guest over 1 year ago in Clients 0

Disengagement letter needs to be able to be signed in the system

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.
Guest over 1 year ago in Clients 3

Add the date a client moved into each home address

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...
Guest almost 3 years ago in Clients 0