Mark a sub task as a 'blocker' preventing other tasks from being completed until the task is completed

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...

Provide in-depth insights/reporting into the projected revenue for your practice.

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

View sent emails

The time recording system is overly complex by only allowing time entered in minutes. It would be more user friendly if you could enter the time in hours, or by start to end time. For example full day activities like annual leave currently must be...

Other Progress options would be "Filed", "Submitted", "Account on Hold" etc

Company email field allows multiple addresses separated by a comma but on an individuals account (Self Assessment client for example) it won't accept multiple email addresses so it means we can't include those clients in a mailshot for example the...

It would be useful to be able to use more task statuses for non-service tasks. At present, the only task status available to users is 'In progress'. More non-service tasks statuses could either be user defined or service tasks statuses could be ma...

I would like to be able to download the fee projections as an excel file.