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PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...
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PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...
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    Showing 557 of 557

    List out the deadlines for the upcoming month(s) for VAT and Accounts (and other options), not a bar chart.

    The existing Task Deadline overview on the dashboard provides an odd looking bar chart but doesn't give any useful information at a glance I'd like to see an option to add a section to the dashboard where you can view a detailed list of client nam...
    Guest almost 3 years ago in Dashboard 2 Already exists

    Ability to Log Meetings & Minutes

    Would be really helpful to have the ability to add Client meetings dates (whether face-2-face or virtually via Teams, Zoom etc) and the ability to log minutes and updates from the meeting. It may be that it comes as an integration with another pie...
    Guest almost 3 years ago in Clients 0

    Email attachments needed for replies on BM client timeline

    Currently there is no option to attach files to replies within the BM timeline on the client record, if you need to attach anything you have to create a new email losing the original email thread. Can we please have this added as it means we don't...
    Guest over 1 year ago in Emailing 1

    Button on client page to invite them into portal

    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)
    Jay Wilson about 1 year ago in Administration 0 Planned

    Task frequency to be increased to 3 years

    We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...
    Guest 7 months ago in Tasks & Workflow 0

    Setting default lunch/break in timesheets

    Adding in default lunch / break slots for all staff instead of manually inputting lunch breaks each day
    Guest 7 months ago in Time 0

    Email address for invoicing

    more often than not invouces aren’t sent to the main or secondary contacts so it would be logical to have a dedicated field for email where invoices are sent to
    Guest almost 2 years ago in Invoicing & Finance 1

    Email Signature Template

    We have started using the Email Signature Template for staff email sign off and Automated records request emails, however when you type up a basic email you cannot see the template details at the bottom just the name of the template - I think it s...
    Guest about 1 year ago in Emailing 0

    Bulk Deletion of Times logs

    It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...
    Vanessa Ennis 4 months ago in Administration 0

    Latest Action - Add to CreateTime log - Advanced

    Timesheet - create Time log - in the Advanced section could the tasks ' Latest action' dropdown be included as an option for each log. I feel this would save duplication between updating tasks and time log . thks
    Guest 7 months ago in Time 3 Need more feedback