General

  1. 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 votes
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  2. 9 votes
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  3. 8 votes
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  4. 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 votes
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  5. 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 votes
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  6. Bulk delete open jobs

    Is there a way to bulk delete all open jobs?

    4 votes
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  7. Office365 / MS Outlook Integration

    When are we likely to see integration with Office365 / MS Outlook for sync of Contacts, Tasks, Calendar Appointments etc.

    4 votes
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  8. 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 votes
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  9. Address should be visible when viewing client

    It looks like the address is only visible if you edit the client?

    3 votes
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  10. 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 votes
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  11. 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
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  12. 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 votes
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  13. Calendar Sync for tasks (to and fro) (Other then google calendar)

    Please look at Office365/Outlook sync for tasks (to and fro)

    1 vote
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  14. 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 vote
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    Yes, 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.

  15. '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 vote
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  16. 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 vote
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  17. 1 vote
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  18. 1 vote
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  19. 1 vote
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  20. 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 vote
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