Create custom emails from more fields within a client file. For example where a companies year end is approaching, allowing ane automated email to the customer informing them and possibly arranging a meeting etc. At current, capacity for custom au...

This could help speed up the search and provide a more convenient way to navigate to client records.

The current deadline calendar only covers half of the screen. It would be useful to fill up the whole screen so I can see more days and tasks.

On the old task list under each payroll task it would show some useful information to our payroll department (it would say “monthly”, “weekly” etc) whereas when they switch to the new task list this information is not shown - they are not switchin...

If there is a possible option to create a to-do list within AM based on the jobs i.e. list tasks in a custom order rather than based on deadline date that would be very useful

When an email is received within AM it is automatically linked to the Client and appears on the Client timeline. There is a manual process to add the attachments to your Client's document library. Suggest automatically creating the document within...

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

Allow us to view email attachments in the outgoing drafts without having to go in to the email.

The ability to move a folder of documents or multiple folders of documents to tidy up the filing would be hugely helpful.