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SUBMIT IDEA

Practice Management

Showing 14

Restrict users

I would like to restrict certain users so that they cannot create jobs and workflows within the system.
Guest over 1 year ago in Practice Management 2 Released

Text messages (sender name)

The ability to change the sender name on SMS messages.
Adam Owens over 1 year 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