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
As with emails, be able to view texts and whatsapp messaged from clients. Some send pictures via whatsapp that could then be stored in documents section.
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
Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.
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 ...
Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc
1
Awaiting Prioritization
1
Awaiting Prioritization
