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Client Management

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Companies House Personal Code

Under the new companies house legislation from 18th November all directors and PSC will require a personal code from companies house to file CS01's. we need a box to store this information so we can add it to the returns.
JAYNE PERRY 27 days ago in Accounts / AML / Client Management 1 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 over 1 year ago in Creating Clients 3 Planned

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 8 months ago in Client Management 1 Planned

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 7 months ago in Client Management 3 Planned

Adding Shareholder as a Relationship Type

When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
Guest over 1 year ago in Relationships 0 Planned

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Alby Atkinson over 2 years ago in Client Management / Practice Management 1 Planned

Client IDs to default to CAPS

No description provided
Guest over 1 year ago in Client Management 2 Planned