Show all of the companies SIC codes in their database rather than just the first

Some of my tasks will take weeks until completed due to awaiting client info etc. And i believe it would be useful if when marking a subtask as complete, that there be an option where we can insert a date. This date would be the date that we under...

it would be great if we could add a filter to bookmarks that allows us to see the date in which the risk assessment was last completed for a client. for example, i would like a bookmark with the following columns: Client Manager Risk Assessment Le...

We would like to see the Internal client ref number appear next to the Client name at the top of each client record. Currently when you search for a client this does appear in brackets (see attached) next to the client name at the point of search ...

When we receive the notification that a client has uploaded a document it would be useful if we could click on the notification, and it takes us to the document. When a client creates several folders but doesn’t necessarily put new documents in th...

An issue I have found with queued mass emails is that if I notice a typo once the emails are queued and pause the queue, I am unable to bulk edit the email to correct the typo, this can only be done by going into each individual email and with a p...

We’ve tried changing templates to Arial 10 but when the email goes out it isn’t in Arial 10. We seem to be spending far too much time fiddling with the font of an email before it goes out to make sure it looks professional. Clients are already ver...

We are currently working through our client list and getting them signed up to the portal in blocks, we dont currently have the automated email switched on as we want everything perfectly integrated first. When we inivite someone to the portal, th...

Currently to access the calendar we need to go into tools, and 'sms meeting reminders' which is a bit backwards. I'd like to see a calendar tab, with an option to have the calendar in full view on the home page as a pin. The calendar isn't very ef...

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job