General
42 results found
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Search by client
When looking at clients it would be useful if we could search by the client name as opposed to scrolling through pages.
1 voteHi. There are two easy ways to search for a client:
1. From within the list of Clients, click the Show Filters button, and then type the client’s name into the “keyword” box and click the blue Filter button
2. You can search for anything from anywhere in the app by making using the global search bar at the top middle of your screen. Just start typing the client’s name and you should get a match pretty quickly!
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Change how the checkbox displays in custom fields
when looking at a checkbox (custome field created) if it's ticked the number 1 is shown to indicate it's ticked. It would be better to show "Yes" instead of "1"
1 voteCustom checkbox fields will now show a tick mark or cross instead of a 1 or 0
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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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Deletion
Hi, I entered too many of the same Jobs under one client by mistake and now I have 3 'client setup' jobs that are the same. I need to delete 2 of these entries but there is no 'Delete' option to do this. Maybe it would be helpful if there was a 'Delete' button on this page to be able to do this hassle free. regards, Nigel.
1 voteHi Nigel,
You can already delete a job. To do this, open up the individual job, click the “More Options” button (top left) and select the “Delete” option
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Letter of Engagement
Hi, Could you create function to generate letter of engagements.
As an accountant these are essential to us, as they dictate the working relationship and responsibilities of the firm and the client.It would required conditional formatting where paragraphs would change based on the client entity and its the work undertaken, i.e VAT, Corporation Tax CT600
1 vote -
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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Client Type
Create an extra field for the client type "sole trader". Sole Traders and Individuals not necessarily dealt with the ame when it comes to preparing the tax return.
1 vote -
Jobs
From the reports suite, I think you need to show the client name on the list of open jobs.
1 vote -
8 votes
This is now available!
Please see https://www.centrecrm.com/blog/articles/10/sync-with-external-calendars
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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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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 -
Header and footer
Need separate header and footer for emails also the ability to exclude header and footer
1 voteThis has been implemented
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Excel sheet uploads
Needs to be able to upload excel workbooks .xls.xslx.xlm etc
1 vote -
Document Search
Search function needs to be able to search attached documents also
1 voteThis has been implemented!
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Task filter on dashboard or task page
Needs a task filter and a task page for each user to see thier individual tasks and filter them
1 vote -
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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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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Job schedule list on dashboard
Add the client name to the list to make it more meaningful
1 voteThis has now been implemented!
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Can I use this software to track how time I spend on a task?
This is vital for the billing of the client and would mean all is in the same place.
1 voteWe now have integrated time tracking – please see http://us8.campaign-archive1.com/?u=86a2fdbbc42dac0f9854dc983&id=181b1c04a0&e=0ddb7ff3ed for more information
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