I suffer from task overwhelm and despite the recent introduction of workflow, feel the tasks screen can be further improved instead of constantly filtering the tasks list, to see quickly what I need to do for the day. And so it would be great to h...

Provide an option to view the annual projection fees by partner, not just by manager.

Great improvement to have the names of the writer of note within the note section (History), Is it possible to have the History description to appear on the task once you open it to full view (yellow in attached Doc) This will mean we will see the...

Option to change the payroll frequency.

If workflow manager either sort alphabetically or add sorting to the columns to make it easier to find templates for editing

With the wider use of AI notetakers, it seems sensible that ALL communications with CLIENTS should be recorded in AM, not just the odd email and call - so ALL online meetings that can be recorded with FATHOM AI should be possibnle to add to the Ti...

Currently it appaers possible to prevent emails from being sent on a weekend or bank holiday. It would be helpful to be able to ammend this list to include additional dates for non-sending. Adding the ability to prevent automated emails from being...

Currently, the Prospect List columns that show up by default and cannot be toggled off are Terms Signed/ Registration Fee Paid Welcome email Tel number Mobile number Email Proposal email sent Last call Photo ID verified Address verified It would b...

Webhook integration should be considered to allow capture of updates to client records. This could include notifications, name changes, date changes or any other hook desired.