Settings and activity
3 results found
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24 votes
An error occurred while saving the comment Ethan Crouch supported this idea ·
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6 votes
Ethan Crouch supported this idea ·
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280 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.
Ethan Crouch supported this idea ·
Report Template: More customisations to the report template for financial reporting. Customisable fonts and cover pages would go a long way to improve customer presentation of financial reporting. Current customisable options feel inadequate.