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4 votes
Emily Hoult
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47 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Emily Hoult
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191 votesEmily Hoult
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137 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Emily Hoult
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32 votesEmily Hoult
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67 votesEmily Hoult
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85 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Emily Hoult
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145 votesEmily Hoult
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This request is the ability to duplicate an entire client.
It would create a NewCo that had the same addresses, contacts, group membership, staff assignments, etc.... Effectively everything except the link to a Xero file.
The use case is setting up corporate groups, where we might be creating 30 clients, all with the same address. Right now we're typing out everything again and again and again. It's rather painful.
An alternative workflow would be to allow for bulk client changes. ex: Allow a user to select multiple clients and then change the address for all of them. This route would make it easier to change to existing clients, and if a new group arrived the clients could be created with just the name and then everything else could be bulk changed.