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Settings and activity

6 results found

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

    2 votes

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    0 comments  ·  Prepare » Design  ·  Admin →
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    Paul Swinton supported this idea  · 

  2. Reviewer check boxes in flows

    6 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Paul Swinton shared this idea  · 

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

    2 votes

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  4. When exporting the Flow to pdf, also export supporting documents to appendices at end of document.

    4 votes

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  5. 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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  6. Have a dismissed this flow tab in each section

    4 votes

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