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73 results found

  1. 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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  2. Automation notifications on JOB tasks

    When there is automation set up on a JOB task it should display that task in a different colour so that you can see where in the chain of tasks the automation is either active or due to become active.

    Sometimes the automation has been set up on a task but you forget which task you set it up from and then you have to click through lots of tasks to find the automation and turn it off.

    1 vote
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  3. Search feature

    When using the search feature please can you default for the results to only show contacts or clients with option to then add jobs, tasks and notes.

    This would save me keep unticking the boxes everytime I search.

    1 vote
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  4. Quick add event i.e. when sending a letter from mail template

    When you fill a mail template on CRM it would save time if you had the option to quick add the event for sending a letter. Currently if you send an email it works great as the communication is sent and the events are updated, however, when sending a letter from a template you either have to save as a PDF and attach to documents or you have to print out and attach a copy of the letter you have sent, this takes additional time.

    1 vote
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  5. Document Categories

    It would be nice to be able when uploading documents to add a category so that documents can be sorted by this

    1 vote
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  6. 1 vote
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  7. Client Overview Tab & Page number in Job List

    1. Is there a way to add/delete/edit to the Overview Tab when viewing a client? I've added a custom field, is there another way to edit the fields that are already in there? Ie. Trading Address or Client Reference?

    2) Is it possible to add the page numbers to the top of the list of jobs? We'd like to be able to view them at the top & bottom or top only.

    Thank you,
    Trina Latta
    Bean Counting & Consulting, LLC

    1 vote
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  8. Add Default Settings Option in Task Window

    In task view, this would allow date range and type of task (All, In Progress, Completed) to be set to a default. Allowing the user to decide what setting works for them instead of need to change those field each time you log-in to CentreCRM or saving a bookmark with your settings.

    1 vote
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  9. 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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  10. AML Integration

    A section for AML details and risk assessment, and an integration with an ID verification service would be great.

    1 vote
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  11. Have you thought about Quickbooks integration?

    Hello. I run an accountancy firm and i had a trial of your software, I really liked it.... its very functional and user friendly. However, I was then pointed to Jetpack Workflow from a friend, which is an american based company doing a very similar kind of software to yourself but it integrates with Quickbooks, which most of our clients will be using going forward. Have you thought about integrating with such software?

    1 vote
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  12. 1 vote
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  13. Emails getting stuck in approval list when it's switched off

    I have set the option to approve emails before sending off, so emails are automatically sent without me checking them. I estimate about 1 in 50 emails get stuck in the approval list for some reason. Can this be fixed? If not, can we be automatically notified if there are emails in the approval list waiting for action so they don't get missed?

    1 vote
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  14. 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.

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  15. How do i run a report for all accounts for march 2015 or annual returns due in Oct 2015 ?

    each month we need to file accounts and annual returns to companies house. we need to know which ones are approaching the deadline.

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  16. assign tasks automatically to same person as job is assigned to

    the same person will do most of the tasks and it is time consuming to allocate all tasks e.g. in limited co template to the same person

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  17. Improved quick search results

    Can the quick search results start after entering just a few letters rather than a whole word?

    Also, can you hide completed jobs from the search results?

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  18. 1 vote
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  19. PDF from Document Merge

    download document merge as a PDF rather than a zipped Word document

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  20. Sort jobs by status

    it would be useful to sort jobs by status

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