General
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Email outstanding jobs
Is it possible to add a feature whereby an email can be sent to the 'practice manager' with details of all outstanding jobs, say once a week or at a frequency determined by the practice.
14 votesThis feature has now been released!
You will now receive a weekly email detailing all outstanding jobs and jobs coming up in the next week. More information at https://www.centrecrm.com/blog/articles/11/weekly-summary-emails
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9 votes
This has now been released – see https://www.centrecrm.com/blog/articles/9/copy-your-job-templates for more information
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8 votes
This is now available!
Please see https://www.centrecrm.com/blog/articles/10/sync-with-external-calendars
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Add same job to multiple clients
It would be very helpful to be able to assign jobs / job templates across multiple clients at the same time. e.g. when creating a recurring task you could select multiple clients rather than just one. This would be very helpful for initial set up
6 votesThis has been available for a while now, sorry for not updating sooner!
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email automation
The system could be used to chase up clients for their records. So, for a VAT return, once a recurring job is set up the system could email the client every 7 days until paperwork/records received. For accounts, the period of recurring email should be longer, but maybe this could be specified in the client info.
5 votesThis has now been implemented. More information available at http://us8.campaign-archive2.com/?u=86a2fdbbc42dac0f9854dc983&id=3820d4638e
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Bulk delete open jobs
Is there a way to bulk delete all open jobs?
4 votesYou can ow bulk delete jobs!
Please note that deleting many jobs at once does take a few seconds.
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Office365 / MS Outlook Integration
When are we likely to see integration with Office365 / MS Outlook for sync of Contacts, Tasks, Calendar Appointments etc.
4 votesYou can now sync CentreCRM with your microsoft calendar!
Please see https://www.centrecrm.com/blog/articles/10/sync-with-external-calendars
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Deadline date filter
I think i've mentioned this before but being able to filter open jobs by deadline date would be really handy.
3 votesThis has been implemented!
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Address should be visible when viewing client
It looks like the address is only visible if you edit the client?
3 votesThe legal and trading address is now shown when viewing a client
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Import needed
If there is no import facility, can't see may accountants bothering to manually enter all the clients & jobs into the system
2 votesThis has now been implemented – you can import Clients and Contacts. Navigate to the Settings tab, and then select the Import option.
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allow Clients to be 'contacts' of other clients
Jobs are posted for clients, so a Limited Company would be a client (accounts, tax etc). Generally the Directors are clients also (tax) but you would want to know they were also a contact of the Limited Company
2 votes -
page numbers at top & bottom of pages
With multiple clients would be nice if the pages were at the top as well so you don't have to scroll down to get to the next page
2 votesThis has been implemented
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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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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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'Add task' doesn't automatically post against the correct milestone
When adding a task to a job template, the task doesn't default to the milestone you've just selected to create it against - instead the milestone dropdown needs to be reviewed and adjusted accordingly.
Only a silly thing but something that would prove useful.
1 voteThis has been resolved!
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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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1 vote
This has been implemented!
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1 vote
Hi, individual tasks are assigned to staff members, not the job as a whole. Please see http://centrecrm.uservoice.com/knowledgebase/articles/407870
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1 vote
Hi,
Time is entered on a per task basis. Please see https://www.centrecrm.com/blog/articles/1/time-tracking
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Filter out completed jobs when viewing a client
Links in to this https://centrecrm.uservoice.com/forums/249581-general/suggestions/8249571-job-status-bar-should-change-colour-once-complete
I'm just looking at a client now who has 22 jobs on their jobs tab. It's not however immediately obvious which jobs are actually complete.
(you can't filter by status, there's no % complete indicator, the colour is the same and you can't filter out completed jobs)
Any one of the above would work really well.
1 voteHi, this has been implemented!
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