It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

Have a Date Box for change of address

It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily

From Clients >People Portal Registration> Not registered on portal, it would be useful to see on this list which clients have been sent the client portal registration link and when. I am sending the link on a client by client basis but the l...

For NON VAT clients there is a section for VAT, and its set to Bi Monthly and has a VAT registration number in. But they arent a VAT client so this is incorrect Also it would create tasks which are not needed

It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task