Sage For Accountants Ideas Portal

1 Vote

Client user search

Client user search (Attached users) and Assigning users to software through SFA

Created 01 Sep 14:52 by Guest

Prospect & Client Management

0 We're Taking A Look At This
1 Vote

Import into Existing folders

When importing add the ability to be able to update info on existing folder like overwrite instead of creating new folders

Created 01 Sep 14:50 by Guest

Prospect & Client Management

0 One For The Future
1 Vote

importing Individuals into SFA

instead of it creating new folders in SFA, can they be added to pre-existing instead to reduce having to re-organize the individuals into Client folders

Created 01 Sep 14:49 by Guest

Prospect & Client Management

0 We're Taking A Look At This