Use the existing 64-8 functionality with Partnerships

If you need to upload update documents, it's frustrating to go into each document and turn off the request to e-sign. Would instead be more helpful to have a button on the main screen to just toggle on/off

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

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...

This idea is from a controllers point of view .Would it be possible to have the ability to bulk select clients and update deadline date rather than having to update the deadline field by Client. If this was possible other fields like progress note...

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...

When uploading documents where only the second contact is registered, you cannot make the bulk upload visible to the client, they have to be done individually by editing each document. This then generates an email for each document which is exactl...

Where staff can apply for holidays

We need to be able to allocate a time limit to each job and be able to see accurately how much time has been spent against that job for staff to view. As an example, we might agree with a client that we will do 3 hours book-keeping each month. We ...