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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...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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Showing 545 of 545

Login cursor to default to password Field

When logging in, you first select your email address and then on the second screen the cursor should automatically be on the password field ready to enter the password,
Guest over 1 year ago in Other 0

Custom service tasks deadlines date change

For tasks linked to custom created services, so which are not linked to a Companies House or HMRC official deadlines, it would be very useful to be able to change the deadline date of the task. As the system works now, the 'next due' date can only...
David Martinelli over 1 year ago in Tasks & Workflow 0

Don't send reminder emails over the weekend for some clients

Majority of the clients are okay with receiving email reminders over the weekend. For those who prefer not to be contacted over the weekend it would be nice to opt them out in automation settings.
Miriam Sackie-Mensah over 1 year ago in Emailing 0

Timesheet be able to add time by selecting internal refrence

Add additional ways to select client such as internal reference on time log.
Guest over 1 year ago in Time 0

Permanent Client Notes - The ability to save a note against a certain task permanently

When adding notes to tasks, the progress notes disappear once a task is complete. This suggestion is to add a new note type that can be added from the client record which remains in place after the task has been completed. I think this needs to be...
Guest over 1 year ago in Clients 0

Remove "Hide Task Progress" from "My Settings" if Workflow is turned on

If the Workflow is turned on then the hide/remove the Hide Task Progress option from Settings.
Guest over 1 year ago in Other 0

Batched timesheet

Assigning multiple clients to the same task, when updating timesheet. Currently it it quite time consuming to put individual clients, for the same task that I have completed for multiple clients.
Guest over 1 year ago in Time 0

Allow Client Manager to remove emails allocated to a client

Currently only the person who sent or received an email can reallocate emails from being allocated to clients. It would be useful to allow the Client Manager the option to remove irrelevant emails from the Client timeline rather than relying on ot...
Guest over 1 year ago in Emailing 0

Option to adjust Account Preparation Deadline to date other than CRO deadline

At present the Account Preparation task is generated with the final CRO B1 annual return date as the deadline date. There is no option to change the deadline date, such as for regulated entities whose accounts needed to be signed off within six mo...
Guest over 1 year ago in Tasks & Workflow 0

Improvement of Task Filter re Accounts Irish

When I select to filter tasks by Accounts Irish it shows me both the Accounts Preparation and CRO deadline task. There is no build in option to allow me to only see the Accounts Preparation task
Guest over 1 year ago in Tasks & Workflow 0