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.

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.

As our practice has an admin team who oversees tasks it would be very beneficial to have an additional email option who receives ALL notifications of client activity. We also have payroll teams within our practice who can't be allocated the client...

On timesheets, the total hours for the week should be able to be set to staff working hours rather than a 24 hour clock.

Currently, if an email has cc or bcc while in the Outgoing Queue, they are only visible by going into individual emails, only the "To" email addresses are displayed on the full outgoing queue page. There is space within the "Client" box to include...

When uploading documents to the portal that it goes to all contacts, so all directors etc are notified and then log in to the portal to access the documents. It's annoying that we have to add the second director to the email which has been queued....

Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...

Timeline is a fantastic tool, albeit missing a few features to make it even more inclusive. Users have commented on Timeline standard view being flag format, not being easy to scan read. Could an option be added to provide switching to single colu...

Make changes to the client portal webpage so when viewing on a mobile device the homepage looks the same in portrait or landscape view. Currently in portrait view there is not account icon and the 3 white line for the menu are not in the header bu...