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Add link to Notifications Manager

Could a link to the Notifications Manager be added to the Tools tab dropdown (or other relevant area)?
Guest about 1 year ago in Other 0

Custom fields - Hotlinks field type

The ability to provide for additional custom fields is welcomed. However, these fieldtypes lack the option to include hotlink URL for external sources. Whilst URL data can be saved as Text only, this does not provide for linking within the GUI its...
Guest about 1 year ago in Other 0

Under combined pricing on service menu. Add a switch for Weekly Charge

As per Weekly Charge and Monthly Charge under the service option. Have a tab for weekly charge. This can be turn on or off by the Accounts setting like monthly and Annual
Guest over 1 year ago in Other 0

Templates - hide/unhide default templates + add tags and/or a search field

There are too many default templates users do not need after they have selected the ones they want to use. It would be useful to have the possibility to hide the default templates not needed to find your way around them more quickly. Or, just like...
David Martinelli over 1 year ago in Other 0

Login cursor to default to password Field

When logging in, you first select your email address and then on the second screen the cursor should automatically be on the password field ready to enter the password,
Guest over 1 year ago in Other 0

Remove "Hide Task Progress" from "My Settings" if Workflow is turned on

If the Workflow is turned on then the hide/remove the Hide Task Progress option from Settings.
Guest over 1 year ago in Other 0

Control the frequency of prospect emails

I'm aware the frequency of prospect emails are initially sent based on the timescale set in our settings, however from then on I'm receiving them too often and would like to be able to change the frequency. Therefore I would like to be able to con...
Guest almost 2 years ago in Other 0

2 additional Boxes under services : Extra Work/ Balancing

It would be Good that we have two additional Boxes in the services Section Balancing payment (payment due when a clients go over to monthly and there is a payment due ) Extra Work
Guest over 2 years ago in Other 0

Canned E-mail : Group in category to make it easier to find a message.

I have a lot of Canned templates, Finding the correct one can be a pain, especially with in the e-mail view for canned messages, as it in order created. I would be helpful if we have a category grouped messages. So if a need a self Assessment mess...
Guest over 2 years ago in Other 1 Will not implement

Quick Search

I understand the quick search is limited to 6 results e.g. clients. It would be useful if this limit could be increased to, say, 20.
Guest over 2 years ago in Other 0