Settings and activity

1 result found

1. Practice Manager - Set which fields are mandatory on client profile

   53 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  14 comments  ·  Practice tools  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Cathryn Ward commented  ·  15 January, 2026  ·  Edit…  ·  delete…

   This enhancement will ensure our firm can meet our compliance requirements and due diligence process.

   Save Submitting...
   Cathryn Ward supported this idea  ·  15 January, 2026