Flexibility to send automated reminder emails to different personnel from different departments within the same organization
Our firm has over 200 clients, many of whom have personnel from multiple departments that need to be included in our communications. However, the current Senta system limits our ability to send "automated" reminders to multiple individuals within ...
The ability to customise the client's lines of turnover and expenditure. Current classifications are extremely limited and do not suit what the clients need.
Current classifications are extremely limited and do not suit what the clients need. Big frustration. Theatre clients have different categories to furniture makers, and different to cafes and restuarants. Current classifications are misleading and...
Authentication code prepopulated when submitting accounts
The code is held in the information tab, when submitting accounts to Companies House it would be useful for the authentication code to be picked up automatically.
When completing a risk assessment, the next due date automatically completes for 1 year and cannot be edited. When assigning a risk profile, a comment can be entered but this then disappears when saved and doesn't seem to appear anywhere. A KYC as...
Please could there be an easier way to see when the risk assessments are due to expire, the current export shows every single assessment been done and even shows the clients that have been marked as inactive, which doesn't help. The date format is...
Integration of Proposal Manager and Practice Management client page
Currently for any client there is no link between the client page and their proposal/letter of engagement. Users need to leave the client page, go to Proposal Manager, enter the client name into the search bar, search for the current Proposal base...
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