the list view of tasks is too overwhelming, even when using the filter to narrow options. Can a Kanban system be used in AM either as its own task tab or drop down option, showing 3-5 columns of tasks; 'overdue' 'todays tasks', with a future view ...

Add the option to allow multiple tasks to be created for a service (per client). Example use case: Task is overdue (or not completed) in time prevents the trigger of the next automation email. A simple workaround could be to include an option on t...

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.

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.

Make it clearer ID checks are completed

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...

Currently we can select to be automatically BCC into manual emails but this does happen when the manual email is sent as a reply from the client’s timeline

Email summary of upcoming deadlines and/or reminders of work to be completed.