It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.

Under each element of the workflow, have the ability to add notes, so that if a step is marked as NA, a note can be added to confirm why this task was not required. Or enable note to be added, to prove that steps have been completed (e.g. writing ...

On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...

Being able to add standard documents that all or selected clients can see without having to enter the document on each individual portal. Similar to how you can with custom forms.

Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.

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

It would be useful to be able to view a timestamp or audit log for when each subtask in the workflow has been completed

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...

It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...