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Showing 3 of 207
21
VOTE
Ability to restrict user access to sensitive/confidential clients
To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton over 1 year ago
in
Creating Clients
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Editing Clients
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Practice Management
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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 5 months ago
in
Client Management
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Creating Clients
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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 9 months ago
in
Creating Clients
1
In Discovery
