Administration

it would be useful to be able to run reports on lists of clients who are not/are portal registered, unsigned/signed documents etc with option to add in columns so it can be exported to filter by manager/office location (we use client code to diffe...

We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)

we have currently 25,000 notifications and are only able to achive, it would be nice to have a delete option so that they can be referred to and kept on top of with ease. currently there are just too many for us to sift through and manager as they...

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...

LLP companies do not show a "View On Companies House" link at the top of the Contact card. Please could it be considered to include the link on LLP clients where the company number has been set.

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago

Just like the system automates paye records reminders it should by default have a CIS records request reminder. If anything , the CIS regime is more punitive than PAYE. I've asked the BM staff and been told 'we aren't planning this..'