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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

2 VOTE

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

2 VOTE

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

2 VOTE

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

1 VOTE

Add 'time' to the lookups in PM

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.

Lucy Browne about 1 year ago in Practice Management 0 In Discovery

1 VOTE

Can we ensure that Client IDs are sorted b client ID instead of name of client

No description provided

Guest about 1 year ago in Client Management 0 Already exists

1 VOTE

Client IDs to default to CAPS

No description provided

Guest about 1 year ago in Client Management 2 Planned

2 VOTE

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 about 2 years ago in AML 3 In Discovery

2 VOTE

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 about 2 years ago in Practice Management 3 Planned

2 VOTE

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...

Alby Atkinson about 2 years ago in Client Management / Practice Management 1 Planned

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