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Elements Ideas

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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

Printing or downloading assessments

KYC and risk assessments - at the moment they can not be downloaded or printed off other than via screen printing.
Guest about 2 years ago in AML 2 In Discovery

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 about 1 year ago in Client Management 0 Already exists

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

Link to Whatsaap / text message

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.
Tara Hotston about 2 years ago in Practice Management 0 In Discovery

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

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...
Binu Jacob about 1 year ago in Practice Management 2 In Discovery

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

Ability to download or print the firm risk assessment questionnaire and answers

AML regulator requests copy of firm's risk assessment annually and screen print unprofessional.
Grant Middleton over 2 years ago in AML 3 In Discovery

Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.
Guest over 2 years ago in Practice Management 3 Planned