24 results found
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Workflow homepage filters to be automatically added to colleagues' homepages
If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.
2 votes -
Ability to add custom algorithms or Ability to overtype standard job names
As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff
3 votes -
Mail/email merge from report/smart report
When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group
1 vote -
Mail Merge from lists
Currently one can only add to a mail merge list we would like to be able to delete a client from a list
1 vote
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