Client Form - Link - Auto Generate Client Data In Elements
It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter
about 2 years ago
in Practice Management
2
Awaiting Prioritization
Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin
almost 2 years ago
in Practice Management
1
Awaiting Prioritization
One click ability to email every client avoiding duplications due to multiple entities
When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
Tasks for 'Teams' to show in all team members personal task list
This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
The ability to go back to the job list when already in a job.
If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
1
Planned
1
Awaiting Prioritization
