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Practice Management

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Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.
Guest about 2 years ago in Practice Management 3 Planned

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Alby Atkinson about 2 years ago in Client Management / Practice Management 1 Planned

Automate your comms

Automate the sending of email/text messages.
Adam Owens about 2 years ago in Practice Management 1 Already exists

Task commencement and due dates should be based on date job comes in.

It does not make sense that the commencement and due dates of tasks are based on the job year end. You cannot start a jobs until you have received the records from a client, so the task commencement and due dates should be based on the date record...
Guest almost 2 years ago in Practice Management 0 In Discovery

Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz almost 2 years ago in Practice Management 0 Awaiting Prioritization

Bookkeeping Frequency

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Aziz almost 2 years ago in Practice Management 1 Already exists

Not automatically set up a job for a sole trader - duplication of individual job

Where you have to create a new client for a sole trader to be able to enter the details in the individuals tax return, that then creates new jobs/tasks for client take on etc which are already there for the individual. Where I imported all my clie...
Tara Hotston almost 2 years ago in Practice Management 0 In Discovery

Notes and tasks

Ability to add notes and set tasks with due dates. Having the ability then to check your task list to see your work queue for that day as well as it being a prompt to nudge the client if we await documentation.
Renn Love about 1 year ago in Practice Management 1 Already exists