General

  1. 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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  2. 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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  3. iPhone and Android apps

    Are there plans to develop apps for iPhone or Android phones?

    21 votes
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  4. 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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  5. 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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  6. 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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  7. Document Categories

    It would be nice to be able when uploading documents to add a category so that documents can be sorted by this

    1 vote
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  8. 0 votes
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  9. Filter jobs by deadline just as you can Tasks>Reports

    Add a date filter to the jobs screen

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  10. Allow task deadline dates greater than the job deadline date

    Occasionally a task or two may not get finished on time, for whatever reason (monthly bookkeeping for example).

    At present if I want to assign that incomplete task a new deadline date if can't be greater than the job's final deadline date. That's easy to amend obviously but if any of the related mail merge fields are reliant upon that initial job deadline date then amending it isn't really an option.

    I agree there needs to be a warning in place when one tries to create a task outside the normal deadline but we should be able to override it…

    0 votes
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  11. Adding contacts to clients and vice versa

    Already covered here but i'd like to give it another nudge https://centrecrm.uservoice.com/forums/249581-general/suggestions/6639944-make-client-contact-addition-easier

    The current process is really counter-intuitive. At a minimum could we perhaps have a pop-up warning when adding a new contact/client that it perhaps needs something attaching to it? A 'would you like to attach a contact to this client' box perhaps? It's a real bug bear as it stands, i'm constantly adding clients, creating jobs then realising there's no contact attached.

    0 votes
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  12. The ability to override the active milestone

    At the moment the active milestone is based on the earliest incomplete task. It would be handy to be able to override that when for instance a task at the beginning of the workflow is still incomplete but you're still able to focus on later tasks (and subsequently a milestone) without that it causing a problem.

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  13. Add further options & filters to the Mail tab

    Currently the options available are either awaiting approval or all. I'd also like to see sent or deleted (all would be my last preference really).

    Also the ability to filter emails by client/contact/keyword/date sent for be great.

    0 votes
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  14. Custom job fields to pick up data from other customer job fields

    Scenario:

    A job has two custom fields: a text field and a select box field. The ability for the entries within the select box field to pick up data from the text field would be fantastic.

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  15. Create a merge field to pick up the name of the staff member logged in.

    This would be useful to dynamically create signatures where you want it to be in the main email body as opposed to the footer.

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  16. New contacts attached to a client after job creation should receive auto emails

    It would seem if you attach a contact after job creation said contact won't be included within any of the automatic emails that go out. The only way I can see to rectify that is to then delete the job and recreate it - not particularly ideal at all.

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  17. 0 votes
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  18. 0 votes
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  19. Job status bar should change colour once complete

    When viewing the job list from within a client, it's not immediately obvious if the job is complete or not (I realise the bar fills as you complete the various tasks but you have to look closely to see if it's completely full or not).

    How about a red bar when tasks are outstanding that then turns to green once the whole job is complete?

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  20. 'Back to job' button

    You're within a task or within fill template and want go back to the job overview screen. It seems you have to either use the back button on the browser (which sometimes provides a cached copy of the job) or click on the jobs option from the main menu and find it again.

    It would be really handy to have a 'return to job' button somewhere within both screens.

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