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82 votes
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.
Zoe Giles-Jones
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200 votes
An error occurred while saving the comment Zoe Giles-Jones
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297 votesZoe Giles-Jones
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20 votesZoe Giles-Jones
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40 votesZoe Giles-Jones
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19 votesZoe Giles-Jones
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31 votesZoe Giles-Jones
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We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.