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73 results found

  1. Ability to edit emails to approve

    Once emails are in the approval queue an edit facility would be handy instead of having to delete and go through the motions again.

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  2. 'Add Contact' button within Client screen

    Button within the Client screen that sends us straight to 'add contact' instead of having to come out.

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  3. 'View more' link against dashboard Job Schedule widget

    Only a small addition but would be handy and keep the look fluent.

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  4. Quick view of open tasks per job

    The more we get into the system, the more we're realising we probably won't use the task schedule view - there's just too much in there. I appreciate those with bigger practices might do so where individual task assignment is important but with the 1-2 man practitioners like myself assigning is a bit overkill.

    We will most likely work from Jobs > Open the majority of the time. Whilst being able to see the 'active milestone' is handy, it's not always a true reflection of the situation (if the tasks haven't been done in order for instance).

    Therefore, a quick…

    0 votes
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  5. View more (from Assigned task schedule)

    Once ticked the filter on the task status should default to In Progress instead of All.

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  6. Add notes to task

    I know you can add notes against the job in general once it's been created but I think it would also be useful to have the ability to add notes to each individual task at the point of creation.

    These notes could then be visible when clicking through into each task of even better simply by hovering over the task name from within the main job view.

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  7. Apply tags to multiple jobs or clients at the same time.

    The ability to apply tags to multiple jobs or clients at the same time to save time having to go into each job and individually applying tags.

    2 votes
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  8. Reports (exporting in CSV)

    I would like to see a function to export reports in CSV and PDF

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  9. Allow tasks to be muted

    At times, I will have clients how are very far behind on returns. I am aware of these, yet they still show up at the top of my list of jobs. This is course is understandable. However, it would be great if I could mute these so that the most pressing jobs that will actually be done could be towards the top. Currently, each time that I go into the jobs tab it is meaningless as the first page is made up of returns that may never be actually done due to client inaction. At the same time, I wouldn't…

    3 votes
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  10. Jobs creation

    When creating a new job you are redirected to jobs overview page, but I think it would be nice if this job opened straight after saving it, so we can modify it: add relevant tasks etc.

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  11. Sort jobs by status

    it would be useful to sort jobs by status

    1 vote
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  12. Time tracking and client billing

    Recording of time in a more conventional time sheet format and ability to generate invoices and send directly to clients

    14 votes
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  13. Entering details of client's fees & pipeline clients

    To make this the central hub of practice management, expected fees could be entered and reported.
    Also tracking leads so that a separate CRM system isn't needed

    4 votes
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  14. Make client contact addition easier

    I think you should be able to add contacts to clients under the client editor screen (without having to add them to contacts first and then attach them)

    2 votes
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  15. More info displayed in client list

    In the client tab it would be great to be able to see more information here (jobs in progress, jobs late, contact details etc). It would also be great to be able to print client list. It would allow for more visibility and ensure client information gaps are identified.

    3 votes
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  16. Emails: view all in one place, ability to approve before sending & BCC

    1) It would be very handy to be able to view all emails within a single location as opposed to go into each particular client or job.

    2) Having a toggle feature where by you could manually approve emails before them being sent could be beneficial - automation is great but if for some reason a step hasn't been followed correctly it's easy for dud info to go out to the client.

    3) As sent items don't appear within the sent items folder of our email providers, a blanket BCC option would prove good - I work heavily from Outlook…

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  17. Communications tab

    It would be great to have a "communications / emails" tab under the client rather than events. In addition, I think that this should better summarise the nature of communication so that one doesn't need to click through each item until they find what they are looking for eg include email subject line and date.

    1 vote
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  18. Set legal address to same as trading address

    A tick box to automatically copy the legal address into the trading address fields would be useful and save a bit of time.

    5 votes
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  19. security roles

    Need to have access ries management

    Menu items ie clients ,contacts,reports jobs
    Field categories ( indicate categories not to show on jobs,clients etc)
    Field level (ie indicate fields not to show)
    Defined security roles templates
    Admin,Partner,Manager,Staff,Outsourcer

    2 votes
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  20. Allow Clients fields to show in each job

    It would be useful to be able to display clients fields in the JOB as well as creating custom job fields

    2 votes
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