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Be able to select a date range for the Activity tab analysis

When discussing accounts with clients it is useful to have this information for the accounts year.
Grant Middleton almost 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Mail merge labels

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

Automated proposal follow up

I would like to choose if / how / when my proposals are automatically chased for a response.
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

Update KYC and risk assessment

At the moment to update a KYC and risk assessment you have to rewrite it all - need to be able to update the original - save each version.
Guest about 2 years ago in AML 0 Awaiting Prioritization

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 about 2 years 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 about 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 ...
Guest about 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 about 1 year 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 about 1 year ago in Practice Management 1 Awaiting Prioritization