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Client Management

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Need reporting capability in AML to identify clients in high normal low and none categories

the client list on elements v1 contained an status status column so you knew clients that needed to be dealt with and for others you knew the risk. now there is just a client list an no mention of whether AML complete or what the level of risk is....
David Brown 7 months ago in AML / Client Management 2 Released

Advance Edit Roles - client security

At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an i...
Ian Davis about 1 year ago in Client Management 1 Released

Export client list with option to filter via client partner etc

So that we can generate reports for each client partner.
Guest 8 months ago in Client Management 1 Released

Save what the client list is sorted by

Please can you find a way to enable us to save the client list in a specific order e.g. Client Ref? At the moment it sorts by client first name which is not very useful. Please can you also enable us to save the number of clients shown as we have ...
Guest almost 2 years ago in Client Management 2 Released

Sort client list

It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
Guest over 1 year ago in Client Management / Practice Management 1 Released

Being forced to create another client for a sole traders income is wasteful

You shouldn't need to create another full client to enter self employed income for a sole trader, it just create duplication.
Lewis Smith almost 2 years ago in Client Management / Tax 1 Released

Ability to edit clients, relationships and most importantly to be able to delete them if needed.

No description provided
Guest about 2 years ago in Editing Clients / Relationships 2 Released

I want to sort my client list by the 'Client ID' column

We use a "ZZZ" client ID prefix for old clients - it would be useful to be able to sort clients by 'Client ID' so we can identify these quickly Reported by Lee Gardner 08/07/2022
Rob Millen over 2 years ago in Client Management 0 Released