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Client Management

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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 5 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 4 months ago in Client Management 3 Planned

Client IDs to default to CAPS

No description provided
Guest about 1 year ago in Client Management 2 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 about 2 years ago in Client Management / Practice Management 1 Planned