Feedback

Date last sent no longer shown. Previously you could see the date the most recent reminder went out and when the next one would go out. We like to make calls for reminders after several automated request go out.

Great improvement... but there is a problem: My main issue with the new interface is that it appears the ability to send the requests through Financial Cents is no longer an option. ie we can either send via EMAIL (which I would need an upgrade to do, and I would rather not have clients correspond via email) or via TEXT (same, do not want to text them) or BOTH. I would rather message them through Financial Cents and avoid email or text altogether. PLEASE developers, fix this issue so that I can continue sending reminders in the usual way. Thanks!

The new automated reminders process looks good, but why do we only have the option of weekly/fortnightly etc reminders? Being able to choose a couple of days for more urgent things is INCREDIBLY useful, and saved our staff having to keep things top of mind to manually remind the clients when we urgently need something. Weekly reminders is not ideal, but only weekly or fortnightly? Very restrictive, the old options were really useful!

We used to be able to get the Client Tasks ready and then click "Send Now", and have Auto-Reminders send automatically or turn off Auto-Reminders. Now we have to set a start date for Auto-Reminders, which can really screw up when Client Tasks are sent on recurring projects. If the next project is not ready to send Client Tasks, but there is a date set it will send the wrong Client Tasks. Please revert back to Auto-Reminders to send when the "Send Now" button is pushed. In the event that Auto-Reminders are not wanted, we have the option to turn them off.

Would love to have an option to view a log (or ask support for a log) of all client task notifications that have been sent to a client. Similar to how I would be able to see these in my Sent mail if I were manually sending them - it may be helpful to see how many times and when a client was sent a notification about their tasks if we need to troubleshoot or explain to a client that these emails have been going out.

Would love for the SENT button to be red and the COMPLETED button to be green. It would be very helpful when you admin and working on several different clients. Your eyes just get lost in those tabs. Thanks for the consideration. I hope this can happen quickly :)

Remove the option of "Mark Complete" from the client task of Signing a document. Or only have it available after the client signs the forms.

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.