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
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
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
Ability to set specific practice contacts e.g. Operations Director so that these can be used within individual clients without having to set them for each client individually
Since I am using Elements (and Senta before it) to manage specific practice workflows, this is vital since we can alter peoples roles within the business and then just change which user the custom field relates to (rather then for each individual ...
We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones
about 1 year ago
in Proposal Manager
1
Awaiting Prioritization
1
Awaiting Prioritization
1
Awaiting Prioritization
1
Awaiting Prioritization
