Sage For Accountants Ideas Portal

1 Vote

User management, having a criteria option to highlight clients, including using tags

Using Criteria options to reduce the number of clients to indicate which clients a user will have access to, with options such as software, tags

Created 06 Oct 10:49 by Christopher Armstrong

Prospect & Client Management

0 Love This Idea Likely To Be Coming Your Way
1 Vote

move data from charged licence to FOC Accountant licence

Will it be possible to move data from the charged licence to Free of charged Accountant licence, in the event accountant has purchased a chargeable licence?

Created 01 Sep 15:02 by Guest

Prospect & Client Management

0 We're Taking A Look At This
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