When you've made changes to a task, it can create a new tasks but keep the old task with a red 'delete' option in the middle of the task. It would be good to search all tasks available for deletion to review and delete these in bulk as they still ...

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...

It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.

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...

Currently it's not possible to flag an email as 'High Importance' and it definitely should be there as an option.

Example, client A has referred 10 clients this year who have onboarded. It would be useful to click on a section where we can see who has referred who instead of having to click on each client to see who referred them.

Being able to attach a document whilst creating a task instead of having to go back in and add it afterwards would be really useful.

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...

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