Settings and activity
164 results found
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13 votes
Elisa Harris
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49 votesElisa Harris
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55 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. 🙂An error occurred while saving the comment Elisa Harris
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24 votesElisa Harris
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5 votesElisa Harris
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27 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
Elisa Harris
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18 votesElisa Harris
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16 votesElisa Harris
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22 votesElisa Harris
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29 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
18 votesElisa Harris
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74 votes
An error occurred while saving the comment Elisa Harris
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Yes please, this would be such a help! It's extremely impractical if you have hundreds or thousands of recurring quarterly/annual jobs, and then decide the process needs to change, to have to go through each job one by one. I have had to do this in the past, and it took hours!
Not having this ability basically renders the recurring job function that much less useful, so that there's not much time saved in using it, though it has potential.
Elisa Harris
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44 votesElisa Harris
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28 votesElisa Harris
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6 votesElisa Harris
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31 votes
An error occurred while saving the comment Elisa Harris
commented
This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris
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22 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis!
Elisa Harris
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10 votesElisa Harris
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19 votesElisa Harris
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14 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Elisa Harris
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Absolutely! So many clients share the same exact details - seems a bit unnecessary to have to type the exact same thing multiple times when adding a group of clients. Not to mention the margin for error...