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Column to show risk assessment

When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed? Thanks
Guest almost 2 years ago in AML 2 Planned

One click ability to email every client avoiding duplications due to multiple entities

When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
Guest over 2 years ago in Practice Management 1 Planned

Proposal need to editable

It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.
David Brown 12 months ago in Proposal Manager 2 Planned

Mark client as Active or Inactive

The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz about 1 year ago in Client Management 4 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 8 months ago in Client Management 3 Planned

Filter client list by AML attributes

Can you add a way to filter by AML ie. risk levels, missing risk assessment etc.
james cannaford almost 2 years ago in AML 1 Planned

Retained Earning for Future Periods (where comparative period is already on Iris) to Automatically Update

The trrial balance for brought forward periods does not autotmatically pick up on historic assets, retained earnings, shares issued as brought forward figures.
Guest over 2 years ago in Accounts 0 Planned

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 almost 2 years ago in Accounts Production Professional 0 Planned

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

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