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

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...

Can the client portal be upgraded so that 2 step verification is available for clients to use when logging into their own portal? I have been asked a couple of times about this.

To have a menu item on the client portal that allows the client to set their own marketing consent options for GDPR would be very useful. We have them in our engagement letters and have them set as "no marketing" as a default, but allowing clients...

I believe that having a "Send email to all contacts" button on the client page would be a productive addition. I am aware this task can be done using filters, but I find the process just a bit cumbersome. You always get those companies where there...

Would be good to have a N/A button that fills all items within each section N/A. A good example would be a Self-assessment workflow. We have each part of the self-assessment divided into sections, Employment, Self-assessment, CGT etc , When you co...

Hi there, could it be possible to be able to add a 'default time type' for users so that when they use timesheets, their default time types doesn't have to be typed? Many thanks! :-D

When you record part records received, it would be helpful if you could see on task page what records were requested, instead of having to re-type this into progress note.