Skip to Main Content
Menu
Submit Idea
Log in / Sign up
Please enter your email address
SUBMIT IDEA
FILTER BY CATEGORY
Accounts
17
Accounts Production Enterprise
0
Accounts Production Essentials
23
Accounts Production Professional
24
AML
24
Client Management
16
Contacts
0
Creating Clients
2
Editing Clients
1
Relationships
1
Company Formations
1
Company Secretarial
3
Other
15
Practice Management
56
Proposal Manager
18
Tax
10
Creating Clients
Sort by:
Trending
Recent
Trending
Popular
Filter by:
Status
FILTER BY STATUS
Awaiting Prioritization
Already exists
Will not implement
Planned
Duplicate
In Discovery
Released (hidden by default)
Showing 2 of 182
1
VOTE
To pull down Directors details after creating a Limited Company
Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 4 months ago
in
Client Management
/
Creating Clients
0
Awaiting Prioritization
1
VOTE
Additional column/ free space
We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood 8 months ago
in
Creating Clients
1
In Discovery