Clients

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

Adding custom field columns to clients list.

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?

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.

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...

On the client’s automation tab there should be an indication of which automation is using custom days, and an option for the user to reset this client back to global settings.

When you are preparing a list of client, When you pick the columns, it appears as a long list. It is not easy to find what you need. If you had headers to break up the list such as services. It would be easier.

Given MTD for IT is round the corner, we need to capture 23/24 fee income for self employment and rental income for property somewhere to know if the clients may get mandates and warn them before they get the HMRC Letter. Will also need to know th...

Currently the notes section for clients is not efficiently organised. Having folders/filters/categories would help improve this.