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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...
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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

    Add a Period Start Date for Tasks

    Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...
    Miriam Sackie-Mensah over 2 years ago in Emailing  / Tasks & Workflow 0

    Option to pick font style for e-Signatures

    Users would like the option to choose the font style for e-sign to match their branding.
    Miriam Sackie-Mensah over 2 years ago in Documents 0

    Bulk task and email update

    Bulk task update to reasign users and email changes
    Miriam Sackie-Mensah over 2 years ago in Emailing  / Tasks & Workflow 0

    Allow 'blocking' steps

    Mark a sub task as a 'blocker' preventing other tasks from being completed until the task is completed
    Jon Ellis over 2 years ago in Tasks & Workflow 0

    Workflow Permissions

    Add user level permissions to: Restrict Access to Workflow Manager Prevent users from creating Workflow Templates Prevent users from making global changes to Workflow settings Prevent users from making changes to Client level Workflow settings Res...
    Jon Ellis over 2 years ago in Administration / Tasks & Workflow 0

    Fee Projection Reporting

    Provide in-depth insights/reporting into the projected revenue for your practice.
    Jon Ellis over 2 years ago in Invoicing & Finance / Reporting 0

    Improved Service Fees/Billing Frequencies

    Add options to set varying billing frequencies and bill clients based upon these Monthly Quarterly Annually On Completion Time-Based
    Jon Ellis over 2 years ago in Invoicing & Finance 0

    Disable auto-linking of client emails

    In instances where a contact is linked to multiple clients and the same email address is used.Add a setting to disable automatic linking of emails to client allowing the user to link emails to a client via email manager
    Jon Ellis over 2 years ago in Emailing 0

    Email Viewer

    View sent emails
    Jon Ellis over 2 years ago in Emailing 0 Planned

    Last call - make the field visible under the client record

    Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?
    Guest 11 months ago in Dashboard 0