Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

All ideas

Showing 557 of 557

Set default ‘Staff Task Allocation’ for custom created services

Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.
Guest about 1 year ago in Tasks & Workflow 3

Archive multiple notifications (but not all) instead of one at a time

I'd like to be able to click to select notifications and then archive those in one click instead of having to archive them one at a time, if i don't want to archive them all.
Mark Dorrill over 1 year ago in Administration 0

Timsheet: Can Chargeable and non Chargeable be connected to Type

One of the idea I summitted that you could connect The Type of work to default to task Type i.e Payslips will auto default to a Payroll Type. In addition to that you can default the Chargeable, So Payroll is chargeable, so it will default to Charg...
Guest over 2 years ago in Time 0

Add Page Breaks to LOE's so when downloaded to PDF formatting is unchanged

This would be useful because at the moment when the LOE is downloaded to PDF by a client, the formatting, spacing and overall look of the LOE is poor.
Guest over 1 year ago in Documents 0

Allow Sole Trader details to be Viewed on Client Summary, like Address, Phone Nos and Nature on Business

No description provided
Guest over 1 year ago in Client Portal 0

Enable a Column to add WIP to Clients Listing Summary Overview

No description provided
Guest over 1 year ago in Clients 0

Automated Reminders for canned email messages

To be able to set up automated reminders for specific emails not related to accounts records requests.
Guest about 1 year ago in Emailing 1

Risk Notifications

I try my best to keep my notifications current, IE The Notifications on the left pop up menu. It can be quite time consuming to manage this, but that is on me I guess as I must be doing too much. The issue I have is when I upload and add comments ...
Guest over 1 year ago in Administration 1

Google Drive link on tasks

When creating a task, the ability to add a link to a document/series of documents, that is in an external storage drive, such as dropbox or Google Drive. It will enable staff to quickly go from seeing their designated task in AM, and then clicking...
Guest over 2 years ago in Documents 0

A "today" button on the calendar when entering a date

It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.
Guest about 1 year ago in Tasks & Workflow 0