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Elements Ideas

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Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest over 1 year ago in Practice Management 0 Awaiting Prioritization

Hourly basis proposal manager options

We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones 10 months ago in Proposal Manager 1 Awaiting Prioritization

Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes over 1 year ago in Practice Management 1 Awaiting Prioritization

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 over 1 year ago in Practice Management 1 Awaiting Prioritization

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 over 1 year ago in Practice Management 1 Awaiting Prioritization

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 over 1 year ago in Practice Management 1 Awaiting Prioritization

Automated proposal follow up

I would like to choose if / how / when my proposals are automatically chased for a response.
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green 12 months ago in Proposal Manager 1 Awaiting Prioritization

Attach evidence of training to Personal Development Record in Practice Compliance

It would be useful to be able to attach a screenshot of the provider training record or a certificate as evidence of the AML training undertaken by employees. This would help when we have a practice assurance visit so that the information is all i...
Corinne Harper 12 months ago in AML 1 Awaiting Prioritization