Settings and activity
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1 vote
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Wolters Kluwer UK TAA
Kat Sleight
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128 votes
An error occurred while saving the comment An error occurred while saving the comment Kat Sleight
commented
Agree this would definately be useful and save client aggravation from continual activation requestes. . Also a colour for Suspended aswell, although it states on the actual client, it shows on the status column on client list as "Pending"..
Kat Sleight
supported this idea
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1 vote
An error occurred while saving the comment Kat Sleight
commented
On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.
Kat Sleight
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10 votesKat Sleight
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3 votesKat Sleight
shared this idea
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We actually have a field in the Extra tab for this. This relates to my other suggestion in relation to colours in the OneClick User column of "Find Contacts/Client" and that in the Client Record which always shows "Green - Activated" even if the client has not activated and "Grey" in the "Find Contacts/Clients"