Submit Idea
SUBMIT IDEA

Practice Management

Showing 18

Ability to purchase add on for signature request

Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Jenny Edwards 9 months ago in Accounts / Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional / Practice Management / Tax 1 Released

Restrict users

I would like to restrict certain users so that they cannot create jobs and workflows within the system.
Guest almost 2 years ago in Practice Management 2 Released

Save changed column widths in clients list

When changing the size of the column, so that I can see all of the client name, it would be useful to save the change permanently and not have to change each time I go to the client list.
Philip Roberts about 1 year ago in Practice Management 1 Released

Sort client list

It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
Guest over 1 year ago in Client Management / Practice Management 1 Released

Flexibility to send automated reminder emails to different personnel from different departments within the same organization

Our firm has over 200 clients, many of whom have personnel from multiple departments that need to be included in our communications. However, the current Senta system limits our ability to send "automated" reminders to multiple individuals within ...
Guest over 1 year ago in Practice Management 0 Released

Text messages (sender name)

The ability to change the sender name on SMS messages.
Adam Owens about 2 years ago in Practice Management 2 Released

Practice Management x Proposal Manager integration (business info)

I would like to create proposals based on existing prospect / client data that exists in the Practice Management client list.
Rob Millen over 2 years ago in Practice Management / Proposal Manager 0 Released

Create a proposal when viewing a prospect / client in Practice Management

I would like to be able to generate a proposal when viewing a prospect (or even a client) when viewing the entity details in Practice Management
Rob Millen over 2 years ago in Practice Management 0 Released