Here's a great idea Bright. Don't be like every other big company, and acquire great software and ruin it. There have been zero improvements and only negatives, such as slowness, or this weird task list where the box it bigger than it needs to be....

If possible on the overview page it should be possible to move the client back to the global settings here on an individual basis, and multi select too.

Under Settings > Automation Settings a list should be available (maybe on a tab) to show which client is currently on Custom Automation days and what service of theirs is affected.

When any change is made to the client’s automation days the change details, time, date and staff users name should be captured on the Timeline.

I'm trans and most of my clients are trans, and many have huge sensitivity around seeing their deadname. Legal names must be used on legal documents but legal name is NOT required for communications. Instead a Preferred name is present for a clien...

Currently, all workflows attached to current tasks are linked to their respective template updates. If users amend the workflows on current tasks, the workflows automatically become dissociated with the workflow templates. This can make sense for ...

% will be helpful in the client profitability. That information is already included Tools/Profitability

As per Weekly Charge and Monthly Charge under the service option. Have a tab for weekly charge. This can be turn on or off by the Accounts setting like monthly and Annual

We are looking at using BM Workflow to deal with our onboarding processes.It is currently controlled by an unwieldly spreadsheet. For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stage...

There are too many default templates users do not need after they have selected the ones they want to use. It would be useful to have the possibility to hide the default templates not needed to find your way around them more quickly. Or, just like...