The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
Taxfiler gave the option to create a back up of the client and data prior to deletion. Clients sometimes return and it gives a useful back up to restore if this happens or if there are later queries such as an HMRC enquiry.
The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
Chris Burgess
about 1 year ago
in Client Management
0
Already exists
When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
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Already exists
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Already exists
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Planned
