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  1. 139 votes

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    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

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    Kerrie Flood commented  · 

    I would find it useful for incidental chats with clients - example - "you are almost 30, time to think about whether you commit to private hospital cover", "you are approaching age pension age, let's start planning for that" etc etc

    Kerrie Flood supported this idea  · 
  2. 2 votes

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    Kerrie Flood shared this idea  · 
  3. 63 votes

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    Kerrie Flood supported this idea  · 
  4. 41 votes

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    Kerrie Flood supported this idea  · 
  5. 30 votes

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    Kerrie Flood supported this idea  · 
  6. 65 votes

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    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Kerrie Flood supported this idea  · 
  7. 44 votes

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    Kerrie Flood supported this idea  · 
  8. 301 votes

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    Kerrie Flood supported this idea  · 
  9. 201 votes

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    Kerrie Flood supported this idea  · 
  10. 91 votes

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    Kerrie Flood commented  · 

    This would be amazeballs pretty please!

  11. 222 votes

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    Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

    We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

  12. 90 votes

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    Kerrie Flood supported this idea  · 
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    Kerrie Flood commented  · 

    Yes please!!!

  13. 25 votes

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    Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs. 

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    Kerrie Flood shared this idea  · 
  14. 43 votes

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    Kerrie Flood shared this idea  · 
  15. 46 votes

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