Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount
Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.
Chris Morris
over 2 years ago
in Practice Management
1
Awaiting Prioritization
Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston
almost 2 years ago
in Practice Management
0
Awaiting Prioritization
1
Awaiting Prioritization
0
Awaiting Prioritization
0
In Discovery
