General

  1. 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.

  2. 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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  3. Bulk delete open jobs

    Is there a way to bulk delete all open jobs?

    4 votes
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  4. Filter task report by job type

    So I can only see or hide the tasks of selected job types e.g. tax returns

    1 vote
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  5. 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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  6. 'Last day of the month' date picker

    I thought i'd already posted about this but perhaps it was via email instead of here.

    I'm currently having to go through our March recurring payroll jobs as they'll all have a deadline date of the 29th [following on from Feb] instead of the 31st as they should be. The same will happen for bookkeeping jobs etc.

    Our communications refer to the job deadline so it's important the date is correct.

    Anything in the pipeline yet to correct this to save us having to go through this manual process each month?

    1 vote
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  7. I need to add another field

    How do i add another field?

    1 vote
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  8. 1 vote
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  9. 1 vote
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  10. 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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  11. 1 vote
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  12. DOB field missing

    Surely this should be standard for individuals as opposed to having to create a custom field?

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    Hi Kevin,

    We have added a separate DoB field to contacts. I think that if you want a DoB field for Clients, then this should be added as custom field, as it would only apply to Individuals and not all Client Types.

  13. 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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  14. Show filters by default

    The ability to have filters switched on by default - perhaps as a toggle feature within Settings > Company Settings.

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    This has been implemented.

    Once you have logged in, please click on your name at the top left and you will be shown 2 new options:

    - Always show filters (will always show filters on Jobs, Clients and Contacts pages)

    - Show top pagination (will always show pagination on the top in Jobs, Clients and Contacts)

  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. 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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  18. 1 vote
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  19. Tasks should show which client they relate to...

    It would be very useful to know which client each task relates to, otherwise it makes things very confusing.
    Many thanks

    1 vote
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  20. Export Contact Name and email address

    Hi,

    we use an email marketing service which will accept a csv upload of name, email and other tagged information we might want to segregate mailing lists by.

    It would be useful to be able to export a csv file of contact information fo uploading to this service. Part of our desire to move to a cloud CRM was to remove the need to update excel sheets with mailing lists.
    Is this something that could be organized?

    1 vote
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