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Practice Management

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Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton over 1 year ago in Practice Management 3 Planned

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter 11 months ago in Practice Management 1 Planned

PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Guest 11 months ago in Practice Management 1 Planned

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston over 1 year ago in Practice Management 1 Planned

One click ability to email every client avoiding duplications due to multiple entities

Example - mailshot to all clients for newsletter without emailing all directors of the company and annoying them. Use this at the same time as other filters.
Guest over 1 year ago in Practice Management 1 Planned

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey over 1 year ago in Practice Management 1 Planned

Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen over 2 years ago in Practice Management / Proposal Manager 0 Planned

Activate time recording facility

This was available in Sentra and helps produce accurate cost analysis for client jobs.
Grant Middleton over 1 year ago in Practice Management 1 Planned

Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.
Guest over 1 year ago in Practice Management 3 Planned