At the moment the e-mail template just says a document is waiting for approval. The e-mail address may be used by the client for several businesses, so the e-mail template should state the business name and the template/document name.

Sometimes client records get duplicated and have to be archived, however when you then try and link clients together there is no indication as to which record is archived - can this be added?

Under Accounts setting/Task Target Dates : you have to do a globe choice for X days after 'Records Received', X days after 'Period End', X days before 'Deadline' It would be better to pick the choice of configuration per services not Globally. Exa...

Our firm has 600+ clients recently input on BM and we are successfully using task function. We now would like to begin to use email automation on a test basis. We have been advised by BM that we would have to turn ON email automation globally (s...

A feature to track the receipt and handling of clients' physical records. This would be a great help not just in locating paperwork but also in managing records being returned/shredded and other aspects, including GDPR.

When uploading a Document you can link a Task to it. But this does not appear on the task. Would be good to include a link to these Documents from the task screen.

Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?

It would be useful to see all the subtasks groups appearing when clicking on a task instead of just the current live subtasks group. This would be useful for lengthy workflows such as onboarding or accounts preparation tasks if several staff are i...