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10 results found
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53 votes
Sharon Voisey supported this idea ·
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372 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Sharon Voisey supported this idea ·
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250 votes
Sharon Voisey supported this idea ·
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83 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.
Sharon Voisey supported this idea ·
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359 votes
Hi everyone, back with another update as there is more work our product team have been doing in this space. Soon we'll introduce future year forms for trust(TRT), partnership(PTR) and fringe benefit(FBT)! 😊
I'll round back to confirm once these are out and you can begin making use of them.
An error occurred while saving the comment Sharon Voisey supported this idea ·
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53 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 Sharon Voisey commented
To be able to duplicate a client to stop typing in all duplicated information would be fabulous.
It would also be great if some fields require changing before duplicating as they are unique to the client - bank account, TFN, ABN, etcSharon Voisey supported this idea ·
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21 votes
An error occurred while saving the comment Sharon Voisey commented
I agree. The time it takes to run this report is inefficient.
Sharon Voisey supported this idea ·
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6 votes
Sharon Voisey supported this idea ·
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4 votes
Sharon Voisey shared this idea ·
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51 votes
Sharon Voisey supported this idea ·
Being able to create future Estate returns to finalise the Estate is very important to our clients.