Client Management

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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 7 months ago in Client Management 1 Already exists

1 VOTE

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

No description provided

Guest 11 months 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 12 months 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 about 1 year ago in Client Management 1 Already exists

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