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.

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.

The issue we're encountering is that some clients skip several questions on our SA checklist created as Custom Form but can still submit the form. Consequently, we have to reach out to them externally (since the Custom Form reminders become ineffe...

The Overview gives me no useful information and is not drillable, so I cannot even see which client(s) graphs, etc relate to. It needs a drastic overhaul. I find that using AM at partner level is very difficult. There is (or appears to be – if the...

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...

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...

Rather than having to download an export for the current and cleared WIP it would be very useful to have an option to select both onto one download or have an export comparison download.

Would it be possible in relation to adding a progress note in a Tasks I can add additional text to the latest progress note, as currently a new progress note must be added . Whereas I can add additional text to a progress note in the service Detai...