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Settings and activity

4 results found

  1. Add "Managed By" column to main Client View window options

    2 votes

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  2. Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end

    2 votes

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  3. As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client

    7 votes

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  4. Have a dismissed this flow tab in each section

    4 votes

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    Paul Swinton shared this idea  ·