Other

If the Workflow is turned on then the hide/remove the Hide Task Progress option from Settings.

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...

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

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...

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.

When client is completing a form, it would be good to have the option to link create a video so that we can do a video to help them through the form.

Once Client has completed an custom form. Then have the option to ask the client to signed. An example this may be a the client fee is taken from Tax refund and client confirming there bank details for the refund.

It would be great to have a training log, where each staff member can log there CPD information.

A system that shows market prices for fees so you can compare what you're charging with the market.