Settings and activity
2 results found
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73 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.
An error occurred while saving the comment Sara Thakkar supported this idea · -
5 votes
An error occurred while saving the comment Sara Thakkar commentedI really need to export bills without limiting them to 500 as I am dealing with bulk data, and every week, I need to export bills over 10,000 to check for double payment. It takes over 3 hours to do things manually. We are looking for alternate software for just this functionality. I would appriciate if this feature becomes instantly available.
Sara Thakkar supported this idea ·
We really need this information field for our client records. It is becoming increasingly important for my team to work collaboratively without needing to access trust deed document.