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The ability to go back to the job list when already in a job.

If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Ryan Munt about 1 year ago in Practice Management 1 Awaiting Prioritization

Ability to mark a Ltd company as dormant

Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin over 1 year ago in Practice Management 1 Awaiting Prioritization

One click ability to email every client avoiding duplications due to multiple entities

When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
Guest almost 2 years ago in Practice Management 1 Planned

Store user information such as DOB

An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright about 1 year ago in Other 1 Awaiting Prioritization

Confirm if company is active

In past some companies remain dormant and therefore end up submitting dormant accounts which is correct. When circumstances change and these companies become active there is no reminder to remove the dormant accounts status. This would be helpful ...
abbas gulamali 5 months ago in Accounts 0 Awaiting Prioritization

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover about 1 year ago in Practice Management 3 In Discovery

Ability to delete 'Lookups'

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.
Danny McGrath over 1 year ago in Practice Management 0 Awaiting Prioritization

Client take on data entered gets copied to Information tab

When 'filling in a form' for VAT, PAYE, etc this data should be added to the clients Information tab.
Guest over 1 year ago in Practice Management 0 In Discovery

Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount

Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.
Chris Morris about 2 years ago in Practice Management 1 Awaiting Prioritization

Control over client activation email

Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Guest over 1 year ago in Practice Management 0 In Discovery