Feedback

Merge Duplicate Clients

I like to store representative information for clients, like their specific representatives with different government agencies and their CPA so that we have quick access to contacting those people. However, I'm wary to input them into the Contacts section because I believe this gives them access to enter the client portal. Most/all of them wouldn't even think to try, but I still feel like their must be a better option for these secondary type contacts. I don't like to store it in the Client Vault because it gets bogged down between passwords, and the Resources section requires me to input a link, which I don't have in this case. If we could add a section for "Representative Contacts" or add a drop-down menu to Resources so that you can select things like "Website" or "Contact", that would definitely solve my dilemma!

It would be great if it was moved up on the dash board so it was easliy seen. This way when we creat project for example Tax we can make sure we have the individual & thier business as the admin don't alway know everything that goes with one client

Ability to display the custom fields on the client dashboard, Ability to re-arrange like the workflow dashboard, Ability to filter by them by searching in the search bar, Ability to filter by team member (to see the clients they are assigned to)

In Contact data, in customize field I do not see any rule where I can limit the answer to my team. For example: Formation Date, you can type anything ( letters and #) and it is not limited to Date format (MM/DD/YYYY or other); the entity type I would like to be a drop-down (LLC, CORP, etc), in this case I can setting the list of that dropdown.

Ability to create drop-down lists in custom fields that can be used across all customers.

For the Client About Fields edit window, please add Save and Cancel buttons to the top as well, since we have over 25 fields and must scroll all the way to the bottom every time to save changes. Alternatively, add a Locked title bar with the Save and Cancel buttons at the top so that they are always available.

We need the option to put clients in with first name and last name in separate fields, as well as the contact names.  The client names cannot be sorted by last name which is confusing when looking at projects.  And the contact names show up in our email templates as the full first and last name, such as Hi John Doe, which sounds silly.  Would like emails to say "Hi John" or something like that.

Hello, would it be possible to make all the column fields sortable/toggled on the Client Dashboard. For example, I have "Client ID Number" as a field but I can't sort by small to largest or vice versa. I can only sort by "Client Name" and "Contact."Thank you

Would like to save specific filter views across different dashboard sections.