General
-
0 votes
-
Restore deleted jobs
I deleted a job last night by mistake.
It would be good if all deleted jobs fell into a special area with a 'restore this job' function, a bit like the recycle bin on Windows.
0 votes -
1 vote
-
Ability to edit emails to approve
Once emails are in the approval queue an edit facility would be handy instead of having to delete and go through the motions again.
0 votes -
'Add Contact' button within Client screen
Button within the Client screen that sends us straight to 'add contact' instead of having to come out.
0 votes -
'View more' link against dashboard Job Schedule widget
Only a small addition but would be handy and keep the look fluent.
0 votes -
Quick view of open tasks per job
The more we get into the system, the more we're realising we probably won't use the task schedule view - there's just too much in there. I appreciate those with bigger practices might do so where individual task assignment is important but with the 1-2 man practitioners like myself assigning is a bit overkill.
We will most likely work from Jobs > Open the majority of the time. Whilst being able to see the 'active milestone' is handy, it's not always a true reflection of the situation (if the tasks haven't been done in order for instance).
Therefore, a quick…
0 votes -
View more (from Assigned task schedule)
Once ticked the filter on the task status should default to In Progress instead of All.
0 votes -
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 -
Apply tags to multiple jobs or clients at the same time.
The ability to apply tags to multiple jobs or clients at the same time to save time having to go into each job and individually applying tags.
2 votes -
10 votes
-
Reports (exporting in CSV)
I would like to see a function to export reports in CSV and PDF
0 votes -
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 -
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 -
Sort jobs by status
it would be useful to sort jobs by status
1 vote -
Task management / checklist
This solution is great for workflows & larger jobs. however, I think it would benefit from a very simple task management offering too. For example, I do a lot of work for clients that won't fall under a standard job that i do very often. And i find that adding it as a job is a bit cumbersome and clutters up the jobs list (which isn't good). So, I think a task manager would be great (as a separate tab maybe)
Example of tasks that I would typically record:
- send expenses template to x
- review investor presentation for…16 votesHi Dave,
This is definitely on our own “to-do” list!
-
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 -
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 needed4 votes -
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 -
More info displayed in client list
In the client tab it would be great to be able to see more information here (jobs in progress, jobs late, contact details etc). It would also be great to be able to print client list. It would allow for more visibility and ensure client information gaps are identified.
3 votes
- Don't see your idea?