Dashboard

The Overview gives me no useful information and is not drillable, so I cannot even see which client(s) graphs, etc relate to. It needs a drastic overhaul. I find that using AM at partner level is very difficult. There is (or appears to be – if the...

Enable a user to click on a segment of the Overview pie chart to take them to the appropriately-filtered (for that segment and timespan) task list.

Is it possible to allow users to change the order of how columns show on the client list ? for instance we use an internal reference and would like to see that before the client name on the Client list view. If we could drag and drop columns in a ...

I believe that having a "Send email to all contacts" button on the client page would be a productive addition. I am aware this task can be done using filters, but I find the process just a bit cumbersome. You always get those companies where there...

Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?

In the home dashboard there is current month invoice and it compares to this time last month. I think it should compare to this time last year.

The integration with Xero has picked up some old invoices which were paid very late, so our graph runs from September 2018 to date but all the meaningful information is only for recent months.

Can a “Last 10”, “Favourites” or custom option of accessed clients be added to the Overview screen?