Feedback

I manage multiple businesses owned by the same underlying client and need a way to group those FC client accounts under a shared "parent" record. Without this, managing files and projects across related accounts becomes fragmented. Some examples are: File sharing: A bank statement that applies to all three of a client's businesses has to be uploaded separately to each FC account today. With a parent/sub-client structure, a file could be linked once and associated across all related accounts. Project visibility: With many projects spread across multiple related accounts, it's easy to miss a statement or task. A parent client view would give firms a single place to see all active work across a client's businesses.

Merge Duplicate Clients

When adding a client for a married couple, we should have cells for each member 1&2 and their DOBs individually. Not justa custom field this should be a software cell for individual clients

Some accounts are getting lots of duplicate clients and they'd like to see who is creating them.

I am finding it very hard to ensure that I have seen  all of a clients communications with me because they can add a comment to a client task, they can send a chat under multiple subjects, they can email me, they can add a document to a client task or to the client upload. I'm struggling to see all of the comments my client made in various open project I have. The chats and emails are easier to see a chronological list of but I need to go and search each one separately. And then hunt and peck to find comments added to client tasks.

It would be really great to be able to customize the main Clients screen so that you had the option of showing the Default Contact information. I'm not sure where the contact info is coming from, but it's not the default contact.

Currently if a client is no longer using an email on an account, would need to delete the email from the contact's section so it is no longer listed. This would remove email history from the auto-synched email tab. We need to be able to maintain the history while not listing the email as a means of contacting the client in the contacts section.

Ability to move around the tiles on the client dashboard, take off ones we don't use, and/or rename them!

We would love to be able to add tags to our clients to show up everywhere on them to quickly identify issues. For Example.. "Payment Overdue" (would be awesome if this were tied to billing and autonomous) "Write-Off" "Do not work with." "Duplicate Client" "New Client" We use client groups for the work we provide to our clients, but I would like to tag items for the client that need to stand out more. Right now, we are actually changing the client's name to tag them for payment issues. But these tags could be used for so many other things.

Searching for phone numbers with and without - inbetween the numbers and the phone number still coming up in the search box. Also, if we dont have the clients phone number but then they sign up for SMS notificatoins, the number doesn't sync into their profile unless you deep dive into it.