You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith
over 1 year ago
in Practice Management
1
Awaiting Prioritization
Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Adding client id along with client name in individual client portal
Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval. Proposed S...
Ability to tick and mark multiple jobs as complete from the job/tasks page.
Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
I have a process of setting up meetings and I want to autofill a time for a meeting into emails, but I've had to manually add 24 hours of 15-minute intervals into a look-up table which took far too long. You could add this for everyone easily.
1
Awaiting Prioritization
0
In Discovery
