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Billing (170)
Client Portal (42)
Client Dashboard (65)
Document Management (45)
Integrations (43)
Notifications (25)
ReCats and Month End Close (17)
Time Tracking (49)
Workflow (145)
Email (71)
Reporting (54)
Team Members (14)
Settings (15)
Team Chat (23)
Filter, Sort, & Search (35)
Client Chat (33)
Security (8)
Project Templates (19)
Client Tasks (42)
Automation (19)
Folder Templates Create Structure for New Clients
Allow users to create folders based on a folder template structure. Then, whenever you create a new client, have the folders automatically populate.
4
27
Customizable Team Member Roles
Ability to create a new team member role (and name it whatever we'd like) and then set permissions based on that new team member role.
2
17
Time Tracking Report
Would like the ability to customize columns, currently we only see Client Name, Actual Hours, and View details.
2
13
Projects with No Due Dates
Would be nice to be able to select projects that have NO due date.
1
10
Client task list download all files
It would be great to be able to download all files uploaded to the client list by the client in one go by clicking "download all"
5
13
Private chats
I would like to be able to send a private chat to another team member without the rest of the team having access to it.
0
13
Ability to create a recurring task by day
Ability to create a recurring task by day, I want to be able to create tasks on , for example, Monday, Wednesday, Friday.
0
9
Notes section in projects
Would like a notes section on project tab
8
·
in progress
36
Sticky note
Would love to have the ability to leave myself notes real quickly not associated with any specific project but not that the rest of the team necessarily wants nor needs to see. A sticky like a editable .pdf has would be greatly appreciated.
0
21
Show an icon when an email has been pinned to a project.
It shows a slightly different colour in the inbox view, but in the client emails view, you can't tell easily if the email has been pinned to a project or not. It would be very helpful.
0
10
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