Feedback

When in the Team Chat view (be it on a Project, Task, or the Client), respond to a specific message so that it's easy to keep track of topics within a conversation.

Anytime someone comments on a task, that comment should be available within the Project Team Chat. Additionally, all Project Team Chats should flow back up to the Client Profile so that it's easy to locate historical chat information.

I have noticed within a project you can add a comment within a task and you can enter comment within the Team Chat regarding the project but there is not a centralized place to see all comments on a project. As a manager, I would love to be able to open up a project and go to the Team chat and be able to see all the comments within that project. This way I don't have to go searching for comments or miss a comment because it was within a task.

Suggest having a TEAM CHAT for a CLIENT, not just for a PROJECT.  There are times we need to convey information that is general to the client and not a specific project.  Also, a client level chat would also be beneficial in searching for a chat chain instead of trying to remember what project it was for.  (Think of it as acting like a Slack Channel for a client)

When we were with another software, we could internally discuss client emails on the email, which saved our inboxes.  Would be great to have that in FC.

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We are able to delete other team member comments on the client dashboard note section, but not within a project's team chat. I agree that not everyone should have that permission. However, there have been many times when a regretful comment has been made, an employee change has occurred, comments that are no longer relevant remain and take up space, etc. It would be very helpful for the owner to be able to remove the comments.

We would like to see a chat feature to talk to our team within Financial Cents. We currently use an additional application but having one source of information would be ideal.

Create a description that is added to the team chat upon creation of a project. It would be as a guideline on how to update the team on the project through the chat with what's needed to stay informed: example of what happened when you last reached out to client, status of project, obstacles, etc.

Can the team chat be updated to funcation similiar to how the Client Chat works. Where the team chat is across that specific clients account and searchable.