Client Management

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2 VOTE

URL link for client visible in client list

Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns

Guest 9 months ago in Client Management 1 Already exists

1 VOTE

Right click - Open link in new tab

All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...

Chris Burgess 11 months ago in Client Management 0 Already exists

1 VOTE

Can we ensure that Client IDs are sorted b client ID instead of name of client

No description provided

Guest about 1 year ago in Client Management 0 Already exists

1 VOTE

Status of tax return on client list

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.

Geraldine Helen Millward about 1 year ago in Client Management / Tax 1 Already exists

1 VOTE

Key In Date of Birth

When adding a clients date of birth, why can't I just type the date in as opposed to having to find year, date and then month?

Andrew Barton about 1 year ago in Creating Clients 1 Already exists

1 VOTE

Search Facility

To have a search box, in which you can put either the clients first name, second name or any criteria. This would speed up looking for clients.

Jane Rigley over 1 year ago in Client Management 1 Already exists