Settings and activity
12 results found
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31 votes
Myra Sheehy
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12 votesMyra Sheehy
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3 votesMyra Sheehy
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7 votesMyra Sheehy
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10 votesMyra Sheehy
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11 votesMyra Sheehy
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13 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Myra Sheehy
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9 votesMyra Sheehy
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265 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Myra Sheehy
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31 votesMyra Sheehy
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5 votes
An error occurred while saving the comment Myra Sheehy
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8 votes
An error occurred while saving the comment Myra Sheehy
commented
We also raise 1 invoice that gets settled over several months via direct debit. The current GoCardless integration doesn't support this process. It is vital to our business as that this is supported
Myra Sheehy
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We have the same issue in our firm. Our budget is flowing through to the job from Ignition. However I cannot allow all staff access to all the financial data. Fix needed!