Dashboard

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 ...

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.

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...

It's wonderful and a tremendous aid to efficiency, unlike its proposed replacement, which is messy and takes up too much screen space.

I would like to see a breakdown of LTD, SA and Partnershio clients

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.

Option to customise the overview page.

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.