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18 results found

  1. 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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  2. 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
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  3. 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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  4. 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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  5. 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 votes
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    3 comments  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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?

    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. Trading address to pick up legal address unless amend

    1 vote
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  13. Sort jobs by status

    it would be useful to sort jobs by status

    1 vote
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  14. 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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  15. 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.

    0 votes
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  16. 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.

    0 votes
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  17. Automatically create hyperlink using details in custom job field

    0 votes
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  18. 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…

    0 votes
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