General
42 results found
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1 vote
This has been implemented!
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Companies House Integration
Does the software integrate with Companies House and update records with Companies House overnight
This feature is available with other software providers
Thank you
1 voteYes, we already have this functionality – select Clients from the menu, and then select any single client. Click the Companies House tab, and then follow the instructions. I’ve attached a screenshot.
This data automatically gets updated every day.
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Job schedule list on dashboard
Add the client name to the list to make it more meaningful
1 voteThis has now been implemented!
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Remove the getting started widget for owners
The getting started widget on the main dashboard can be X'd but once you move away from the page and then back again it reappears, needing another X.
This only seems to happen for group owners as opposed to members.
1 voteHi Kevin,
If you select “My Account” at the top right and select “Hide help messages”, they will dissapear forever :)
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Excel sheet uploads
Needs to be able to upload excel workbooks .xls.xslx.xlm etc
1 vote -
Calendar Sync for tasks (to and fro) (Other then google calendar)
Please look at Office365/Outlook sync for tasks (to and fro)
1 voteThis is now available!
Please see https://www.centrecrm.com/blog/articles/10/sync-with-external-calendars
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1 vote
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Tasks should show which client they relate to...
It would be very useful to know which client each task relates to, otherwise it makes things very confusing.
Many thanks1 vote -
Export Contact Name and email address
Hi,
we use an email marketing service which will accept a csv upload of name, email and other tagged information we might want to segregate mailing lists by.
It would be useful to be able to export a csv file of contact information fo uploading to this service. Part of our desire to move to a cloud CRM was to remove the need to update excel sheets with mailing lists.
Is this something that could be organized?1 voteYou can now export your contacts and clients by making use of the Export button in each view
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Search by client
When looking at clients it would be useful if we could search by the client name as opposed to scrolling through pages.
1 voteHi. There are two easy ways to search for a client:
1. From within the list of Clients, click the Show Filters button, and then type the client’s name into the “keyword” box and click the blue Filter button
2. You can search for anything from anywhere in the app by making using the global search bar at the top middle of your screen. Just start typing the client’s name and you should get a match pretty quickly!
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Change how the checkbox displays in custom fields
when looking at a checkbox (custome field created) if it's ticked the number 1 is shown to indicate it's ticked. It would be better to show "Yes" instead of "1"
1 voteCustom checkbox fields will now show a tick mark or cross instead of a 1 or 0
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Deletion
Hi, I entered too many of the same Jobs under one client by mistake and now I have 3 'client setup' jobs that are the same. I need to delete 2 of these entries but there is no 'Delete' option to do this. Maybe it would be helpful if there was a 'Delete' button on this page to be able to do this hassle free. regards, Nigel.
1 voteHi Nigel,
You can already delete a job. To do this, open up the individual job, click the “More Options” button (top left) and select the “Delete” option
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Task filter on dashboard or task page
Needs a task filter and a task page for each user to see thier individual tasks and filter them
1 vote -
Letter of Engagement
Hi, Could you create function to generate letter of engagements.
As an accountant these are essential to us, as they dictate the working relationship and responsibilities of the firm and the client.It would required conditional formatting where paragraphs would change based on the client entity and its the work undertaken, i.e VAT, Corporation Tax CT600
1 vote -
Client Type
Create an extra field for the client type "sole trader". Sole Traders and Individuals not necessarily dealt with the ame when it comes to preparing the tax return.
1 vote -
Jobs
From the reports suite, I think you need to show the client name on the list of open jobs.
1 vote -
Document Search
Search function needs to be able to search attached documents also
1 voteThis has been implemented!
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Header and footer
Need separate header and footer for emails also the ability to exclude header and footer
1 voteThis has been implemented
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Show filters by default
The ability to have filters switched on by default - perhaps as a toggle feature within Settings > Company Settings.
0 votesThis has been implemented.
Once you have logged in, please click on your name at the top left and you will be shown 2 new options:
- Always show filters (will always show filters on Jobs, Clients and Contacts pages)
- Show top pagination (will always show pagination on the top in Jobs, Clients and Contacts)
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DOB field missing
Surely this should be standard for individuals as opposed to having to create a custom field?
0 votesHi Kevin,
We have added a separate DoB field to contacts. I think that if you want a DoB field for Clients, then this should be added as custom field, as it would only apply to Individuals and not all Client Types.
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