Feedback

In some of the view filters, you provide the various filtering options, but never an ALL. For example, on Dashboard, projects can be shown Open or Closed but not ALL. In Clients, its Active or Inactive but not ALL. Might be other spots but those are 2 I found. Can you add an ALL option and make it default (or let that be an option).

It would be helpful to have the ability to sort clients by Client ID in numerical order under the Clients section. Currently, there are sorting options for fields such as Client and Contact, but it would be beneficial to have Client ID as an additional sortable column. Our firm uses Client IDs to organize and identify our clients, so being able to quickly sort the client list numerically by Client ID would make it much easier to locate clients, review our client list, and keep our records organized. Requested Feature: Add the ability to click or toggle the Client ID column to sort clients in ascending or descending numerical order.

Ability to archive contacts that are no longer with client. Dont want to delete contacts and lose their name in communication history.

In the Client view, need to be able to filter by custom fields created in the About section.

Can you make it so custom fields can be standardized. For example if we add Monthly Billable rate, I want to be able to say the field is $ monetary so it formats all the same. Right now all the custom fields are just text so when i pull it into excel I have to do a lot of clean up. I want to be able to force custom types to have standard format/type such as text, monetary, date formatting, or even drop down options, so team members have to pick from a selection of options.

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)

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

The client dashboard page divides space evenly across blocks (projects, recent documents, tasks, recent activity) regardless of how relevant each one is to a given firm. Contact information is squeezed into a narrow side panel while mostly-empty blocks take up the bulk of the page. Firms want the ability to resize, remove, or rearrange dashboard blocks so the page reflects what they actually reference day to day.

I'd love to see the ability to specify the field type when creating custom client fields. Right now everything is free-form text, which makes it difficult to keep data consistent across clients. It would be great to choose a field type such as: Text Number Date Dropdown menu (with custom values) Currency Percentage Multi-select dropdown For example, if I create an "Onboarded Date" field, users should only be able to enter a date, or if I create an "Entity Type" field, I could define dropdown options like LLC, S Corp, Partnership, etc. I think this would be very effective for improving data consistency, filtering, reporting, and future automation.

Merge Duplicate Clients