Ideas & Requests

Notes

Have “select tick box” in folders always on display

Add the ability to upload file batches from different locations

Ability to choose where deadlines show on deadline kanban

Add a “clear filter” button to the clients and deadlines page.

Ability to have multiple email addresses per contact

Add permissions for clients to Delete and move documents within certain folders in the portal

Auto-populate certain tax reference info

Create an archive button in emails as we have a delete button

Multi-line comments for signing requests

Develop the ability for the user to link custom services to companies' house deadlines

Ability to notify users when documents are opened and read 

Ability to email users from tasks in Client Engager not just clients

Ability to remove fee boxes from non-chargeable services

Placeholders for period start and period end

Engager Pay

Ability to have more than one shared inbox

Ability to decide which services warn you about missing info when you press save

Add icons that show documents that have been sent for signing and icons for documents signed

Add a setting that determines if filters in the client list stay or reset when leaving the page

Ability to schedule Armalytix requests

Create Comments/ Mentions in Memos

Create Comments/ Mentions in Emails

Create Comments/ Mentions in Meetings/calls

Create an “internal contact” list

Change how One of the services are set up

Expand the search to include archived client data

Ability to save pdf generated documents as drafts so a senior team member can review and edit them before saving and sending

Ability to make client portal sign-up optional upon signing loe

Look at APIs to adobe sign and hello sign etc

The ability for emails to be added to the queue or scheduled

Create dark/light mode

Build the ability to edit queued emails/automation

Link to Pension Regulator API

Add the ability to mark documents signed manually as we can LOE

Dates of Birth to sync with Xama

Ability to rename folders

Have “select tick box” in folders always on display

Add the ability to upload file batches from different locations

Add the ability to have multiple notepads on the dashboard

User settings for Job Role and create a placeholder for that

Post inbox

Investigating options to do this in a GDPR secure way and reduce the risk of documents going to the wrong client

Create the ability to flag/highlight/report missing data

Loom video (or links in general) in checklist points

Deadlines for each phase

Set 'Director' or 'Manager' as responsible for phases

Ask for saving the client

Add “daily” to the frequency of charge

Save filter criteria as favourites

Permissions for seeing and editing fees

LoE should land in Portal automatically

Split notifications into two lists: Unread and Read

Checklists on tasks

Send LoE (maybe LoD too) to sign by multiple contacts

Permission for editing service due dates

Permissions for editing services and for using Pricing Assistant

User-enabled backup solution to OneDrive

sending notifications by email with types and recipients adjustable in Settings

Add avatars/profile pictures to users

In-app communication with clients through Portal

Ability to duplicate services

Give users the ability to choose Google fonts for documents and emails

Add the ability to cc clients and users into Professional Letters of clearance being sent

Client Requests via the portal

Calendar Integration

Develop Email statistics

InformDirect Integration

Awaiting InfomrDiredct to decide if they will build APIs

Create start dates for services and tasks

Give users the ability to select which tax references are hidden/not hidden when custom services are created.

Fee Review Widget

Ability to add custom fields to external systems tab

Develop a staff area, similar to client records but for employees

Create folders to organise templates

Add CIC, community interest corporation to the client type

Ability to counter-sign proposals

Custom job statuses

Not Currently Possible due to coding requirements

Ability to pull through PSC from companies house

Ability to cc people into any emails

Create a calendar view of deadlines

Make the red "missing " text clickable to then edit and add the missing info

Ability to link to VoIP systems

Develop a link to FreeAgent

GoCardless for recurring payments

Link to Sage

Ability to add trusted devices to 2FA

Ability to remove fee info from deadline cards and list

Add the ability to send a confirmation email to the client of e-signing being completed

Add formatting options to memos as we have on note pad

Give users the ability to choose own emojis as priority icons

Ability to duplicate message templates

The ability to force users and clients to use 2FA

The ability to prevent 2fa from being needed for a period of time from the last successful use

Ability to save and name views in client view to quick switch to.

Fees dashboard widget that shows weekly, monthly annual fees

The ability to track the date of a proposal and have chase reminders if not signed and accepted by prospect client after a week, two weeks, 1 month then 3 months, for example