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Practice Management

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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

Add 'time' to the lookups in PM

I have a process of setting up meetings and I want to autofill a time for a meeting into emails, but I've had to manually add 24 hours of 15-minute intervals into a look-up table which took far too long. You could add this for everyone easily.
Lucy Browne 11 months ago in Practice Management 0 In Discovery

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest almost 2 years ago in Practice Management 0 Awaiting Prioritization

Client Portal to upload documents not necessary for signature

It would be great if the portal could be used to share all documents not just ones for signature. We send covering letters and it looks weird asking the client to approve the letter.
Charlotte Clarke 12 months ago in Practice Management 0 In Discovery

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz almost 2 years ago in Practice Management 1 Awaiting Prioritization

Link to Whatsaap / text message

As with emails, be able to view texts and whatsapp messaged from clients. Some send pictures via whatsapp that could then be stored in documents section.
Tara Hotston almost 2 years ago in Practice Management 0 In Discovery

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all o...
Tara Hotston almost 2 years ago in Practice Management 1 Awaiting Prioritization

VAT amount payable

When we send an from a template confirming the VAT amount due and the quarter it relates to, it would be useful if you could populate these details in the job/task so it feeds through as a placeholder.
Claire Agasee 12 months ago in Practice Management 1 Awaiting Prioritization

Upload Tax Return into Documents

Rather than having to download a PDF and then upload into the Documents section to email to the client, it would useful to allow them to be stored there by the click of a button.
Claire Agasee 12 months ago in Practice Management 1 Awaiting Prioritization

Task Calender/list

Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.
Guest 12 months ago in Practice Management 1 In Discovery