Feedback

Just like invoices are stored at a client level. It would be great if the clients' proposals saved to their profile as well.

Currently, it appears that an email notification is sent when a client uploads multiple documents to a client task and just says that the client “uploaded several documents” and there is no indication on the client task level within a project that a new document has been uploaded. I would like to see a notification on the client task level when a new document is uploaded to that client task, similar to the way that it is being done for comments posted by the client to a client task.

Global customizations including: Buttons in Client Task emails branded with firm's colors Ability to set automatic URL color in email templates to brand colors instead of Financial Cents green

Similar to how we can click into an internal task and see exactly who completed it and when it was completed, it would be amazing if this would be an option for client tasks as well, as sometimes it can be unclear if things are being marked internally or on the client side.

I have noticed the search box does not seem to search addresses. For example, it would be nice to be able to search for "Bates City" and have all clients with a Bates City address populate. All other fields seem to be searchable but addresses seem to be left out.

Currently there are no details that list what changed in a project when deciding whether or not to push these changes to a future project. There needs to be details listed of what changed and the ability to select which changes you want to push to future occurrences before selecting "update" or dismiss.

Ability to restrict access to a particular client or clients to Owners, or specifically chosen users.

Pin client notes to project and/or folder

Merge Duplicate Clients

Once a notification is opened and READ it should be moved to READ rather than having to physically check it. Or have a flagging option for READ or Keep/Priority.