when uploading multiple files to a task it would be beneficial to have an option to drag and drop files or allowing multiple files to be added at once to a task. This would save time for the user.
Facility to add item to Status field of an Activity and colour coding changes
Please can we request that another level is added to the Status drop down list in the Update Activity tab as follows: Done, awaiting remedials (please colour amber on reports) Please can we also request that: Done, awaiting report - (could be chan...
It would be really useful if there was a report that can be used to fully reconcile the Prepayment transactions via the Prepayment function in fInance so can be used for year end for the Auditors,
Option to make it compulsory to upload a document for a particular issue category
We have a category 'Events' and for that we want a form completed giving lots of details about the event so that it covers everything from furniture setups to letters required and refreshments needed. If a user selects the category event we want i...
Preview for attachments rather than downloading everything
Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Master list supplier documentation shared across all property's
When safeguarding documentation such as DBS checks are added to supplier profiles it would be helpful for this to be shared with all property's. Suppliers are active across multiple sites and are having to send the information to each individually.
As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc
In individual purchase approver accounts within Approver Setup please could you list the departments that they are attached to. We have just had a member of staff leave but can't remove them as an approver as we can't workout which department they...