Settings and activity
3 results found
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16 votes
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2 votes
Kelly Jackson shared this idea ·
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164 votes
An error occurred while saving the comment Kelly Jackson commented
This is a brilliant idea!! It would be nice to add a note on to the dashboard to remind me if the client is set up on Direct Debit for VAT or not :)
Also, for other staff members, should someone be off sick, a short guide could be added.
The choice of whether it's visible to the Advisors only or the clients as well would be good too.
Kelly Jackson supported this idea ·
This is a feature that I would love to see also. Clients when on the road don't have access to their PC.