General
73 results found
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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 -
Lead Generation (like a normal CRM)
Is there future development to have a tab for lead generation and reporting? Or is there a work around?
12 votes -
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 -
Create client and contact in one go
Hi,
It would save time if you could create a contact and a client in one go and they were then automatically linked.
4 votes -
Email from our own email address
Have emails sent from our own email address, instead of the CentreCRM email address.
4 votes -
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 needed4 votes -
Visual of outstanding jobs on dashboard
We're struggling to see what jobs are outstanding at any given point.
The calendar shows jobs by completion date (helpful as the deadline approaches but not much good before that) and the filters are well hidden.
Something more visual on the dashboard would be great, some kind of pie chart based on a chosen filter perhaps or even just the number of jobs currently outstanding for that filter with a short list of the next 5 deadlines straight underneath.
You could have say 5 customisable filters running along the top of the dash - it would be unbelievably useful in…
3 votesHi Kevin,
It looks like your DropBox image is not working – can you please re-upload?
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Date filters
Add from/to date filters to the filter menu.
Also, please consider adding an optional setting so that filters can be left on at all times.
3 votes -
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 -
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 -
Text Message Reminders
The option to automatically send a text message to certain clients whenever an email is sent from the system.
3 votes -
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,Outsourcer2 votes -
Enable recurring jobs to be created with a creation date in the past
When setting up recurring jobs for the first time, it's very possible that the ideal creation date has already passed.
At the moment the system won't allow you to create these so the only way to achieve it is to create the immediate job as a one off then any future recurrences as a recurring job.
Being able to create a recurring job with an historic creation date would solve the problem.
2 votes -
Filter Clients by Custom Client Fields
We can filter clients by Type and Tag and by searching the name and reference. The only way of grouping clients to be emailed is via tagging, which is limited (e.g. it's an OR search not an AND search) and difficult to set up and control e.g. is everyone tagged. Is it possible to select a few custom client fields that can be added to the filter?
2 votes -
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 -
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 -
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 -
Reporting function. It would be great if Centre CRM could manage for me by emailing a lookup of certain JOBS i.e. "All accounts JOBS Open"
Centre CRM could help managers manage by being able to set up weekly reporting to your email where you have selected a lookup.
For example:-
All open accounts JOBS.. Or
All VAT JOBS
All records requested JOBSYou can go into CRM and view this information by creating the filter however it would help managers who use the system if Centre CRM prompted you by emailing the results of the lookup each week or 2-weekly to your email.
1 vote -
Document merge multiple files in one go
Create one document merge from several files e.g. to create one engagement letter covering only the relevant services.
1 vote -
Additional Email Recipient
Allow an additional email recipient for recurring jobs. E.g. so the client's employee who deals with HR received all the payroll emails but none of the accounts emails.
1 vote
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