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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...
PINNED Improved notification system
Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

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Showing 545 of 545

Monthly totals of Invoices shown ex VAT

To show monthly totals on Invoices without VAT, would give exact amount of sales
Vanessa Ennis almost 2 years ago in Invoicing & Finance 0

Option to add image to correspondence/new note in time line

It would be great if I could add an image into the time line when adding a 'new note' or 'other correspondence'
Guest almost 2 years ago in Administration 0

Allow use to move columns in View of Client List

Is it possible to allow users to change the order of how columns show on the client list ? for instance we use an internal reference and would like to see that before the client name on the Client list view. If we could drag and drop columns in a ...
Guest almost 2 years ago in Dashboard 0

Emails stay under client when deleted from Email Manager

Is there anyway that the emails can stay until the client but be deleted from email Manager ? At present if an email is deleted from Email Manager it is also deleted from the Clients timeline.
Guest almost 2 years ago in Emailing 0

Better view for emails per client to help us find older emails faster without scrolling through pages

We are just using BM 4 weeks and already its difficult to locate emails when some clients have pages of emails to scroll through, and we dont necessarily know what subject was used on the email sent. Whats it going to be like in a years time ? Is ...
Guest almost 2 years ago in Emailing 0

Re-order Bookmarks and categorise them in sub-folders.

No description provided
Miriam Sackie-Mensah over 1 year ago in Other 0

Change default increments on timesheet

Being able to change the default increments on our timesheet would give us greater control and make it quicker to make entries.
Guest over 1 year ago in Time 0

Click-through from overview pie chart to task list

Enable a user to click on a segment of the Overview pie chart to take them to the appropriately-filtered (for that segment and timespan) task list.
Neil Reddin over 2 years ago in Dashboard 0

BTC integration with Accountancy Manager

No description provided
Guest over 2 years ago in Integrations 0

Add the date a client moved into each home address

For easier understanding if the client has been at the "current" home address for more than 3 years or not. At present it is not clear if the address entered is a new, old or incorrect address as there is no reference to the date the client starte...
Guest over 2 years ago in Clients 0