A place to store the date someone's marital status changed

Helpful to have the age automatically shown in the client record directly calulated from the date of birth.

It would be more useful if invoicing functions were available with FreeAgent, there is no point in integrating with FreeAgent at the moment as it doesn't appear to have any functionality.

Each year we need to work out whether we are charging clients correctly. We need to be able to filter chargeable time spent on a client to price the service agreement correctly and for better management reporting of our practice. Without having to...

Clients often have a work and personal email. There should be an option for a second email address for the client . This was a request for a second email address for one of teh contacts, not another contact. I don't think this facility exists curr...

When we receive a client email on Outlook, is it possible to get a prompt somehow from BM to email back through BM? It's easy to forget and happens alot that we will reply through Outlook and then your reply is not recorded on the timeline, this p...

Be able to quickly edit the target Date on a task in cases where there maybe a client dealt (missing docs etc) without having to open and edit the entire task - too many clicks.

When allocating a staff member as client's manager, they receive notifications for everything to do with the clients they manage (accounts, bookkeeping, payroll, companies house changes, etc.). As a lot of staff members work on different aspects o...

Have the ability to format the invoice style within settings in perticular remove discount

A mockup attached. Files could be stored in Document under "Notes"