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Proposal need to editable
It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.
David Brown 2 months ago
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3
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Enable privacy groups for certain clients and users
We have certain clients whose information is private and should not be seen by all users within our firm.
Guest about 1 year ago
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VOTE
Ability to sort client list by surname
When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.
Craig Thornton about 1 year ago
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