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Ability to edit clients, relationships and most importantly to be able to delete them if needed.

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Guest over 2 years ago in Editing Clients / Relationships 2 Released

Text messages (sender name)

The ability to change the sender name on SMS messages.
Adam Owens over 2 years ago in Practice Management 2 Released

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...
Alcinder Coal over 2 years ago in Proposal Manager 1 Released

Make it clearer that submitted risk assessments require a review from MRLO

I would like the risk assessment completion journey to be clearer in explaining that submitted risk assessments will then require MRLO review. Changing the "Submit" button to a "Submit for MRLO review" would be perfect. Extract from customer call ...
Rob Millen about 3 years ago in AML 0 Released

Practice Management x Proposal Manager integration (business info)

I would like to create proposals based on existing prospect / client data that exists in the Practice Management client list.
Rob Millen over 3 years ago in Practice Management / Proposal Manager 0 Released

Can the Tax Computation be labelled as an SA302

Can the Tax Computation be labelled as an SA302? This is required when banks request to see a copy of the tax calculation.
Jenny Strudwick about 3 years ago in Tax 1 Released

Create a proposal when viewing a prospect / client in Practice Management

I would like to be able to generate a proposal when viewing a prospect (or even a client) when viewing the entity details in Practice Management
Rob Millen over 3 years ago in Practice Management 0 Released