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 ...
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...
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...
Make the Trial Balance Tab Larger when preparing accounts!
once the trail balance is imported into the account during the preparation stage, the new window that opens is too small. Please make it so the tab's size can either be adjustment or is larger.
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.
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Awaiting Prioritization
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Planned
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In Discovery
