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...

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...

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

When creating a recurring task the only date options are to enter the task creation date, and the days until the deadline. It does not allow you specify the deadline date, say 30th of June. Specify deadline would be more useful that having to calc...

We dont need email for each upload. For example, an accounts pack required at least 5 documenst upload which means 5 different emails generated for the same thing that we need to delete.

We have noticed that when you update automation settings for the days chasing emails, these settings are only applied to new clients, not to existing clients When the global settings are updated all clients linked to the global settings should upd...

We have learnt that once you put clients on bespoke automation for a task there is no way to switch back to the global automation settings for that client - this needs ot be available

Currently the Task list shows the client, task, progress and deadline. Being able to add the main contact name to the list gives the advantage that when reviewing the list of outstanding tasks to be completed you may not recognise the company's na...

I'm aware the frequency of prospect emails are initially sent based on the timescale set in our settings, however from then on I'm receiving them too often and would like to be able to change the frequency. Therefore I would like to be able to con...

Currently a bulk upload can only be done via the resources section for AM to upload new information and with no particular time-scale. I would like to be able to bulk import new or revised data from a spreadsheet when I need to.