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

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...

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,

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...

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.

Add additional ways to select client such as internal reference on time log.

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...

If the Workflow is turned on then the hide/remove the Hide Task Progress option from Settings.