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Practice Management

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Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton over 1 year ago in Practice Management 1 Awaiting Prioritization

Invoicing and revenue summary

You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith almost 2 years ago in Practice Management 1 Awaiting Prioritization

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
Aziz 8 months ago in Practice Management 5 Already exists

Activate time recording facility

This was available in Sentra and helps produce accurate cost analysis for client jobs.
Grant Middleton almost 2 years ago in Practice Management 1 Planned

Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes almost 2 years ago in Practice Management 1 Awaiting Prioritization

Zapier integration

Zapier integration would help massively, particularly as we use different apps for different business purposes.
Adam Owens about 2 years ago in Practice Management 1 Awaiting Prioritization

Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen almost 3 years ago in Practice Management / Proposal Manager 0 Planned

Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali over 1 year ago in Practice Management 0 Awaiting Prioritization

Adding client id along with client name in individual client portal

Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval. Proposed S...
Binu Jacob 10 months ago in Practice Management 0 In Discovery