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Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

Proposal Manager x Office 365 integration

I would like proposals to be sent via my Outlook account so the prospect can see the email is from me.
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen over 3 years ago in Practice Management / Proposal Manager 0 Planned

Right click - Open link in new tab

All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
Chris Burgess over 1 year ago in Client Management 0 Already exists

Populate the narrative field when importing a TB

We go through the trouble of entering this data on the import file (column B) and this should be brought in to the narrative part of the source data.
Wayne Glenton about 2 years ago in Accounts Production Professional 0 Planned

Ability to redact pages

I have a small sole trade that has no balance sheet but I cannot simply remove that page, we need the ability to untick pages.
Wayne Glenton about 2 years ago in Accounts Production Professional 0 Awaiting Prioritization

Add P11d as a service

Need to have P11d as a service so this will create a job with deadlines etc.
Chloe Burkin about 2 years ago in Practice Management 1 Awaiting Prioritization

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.
Parkers Accountancy over 1 year ago in Practice Management 0 In Discovery

Adding Shareholder as a Relationship Type

When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
Guest over 1 year ago in Relationships 0 Planned

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 9 months ago in Client Management 3 Planned