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Feature Requests
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Account Management (9)
Time Tracking (3)
Clients (13)
Contacts (1)
Tasks (12)
Templates (5)
Projects (23)
Integrations (10)
Misc (14)
Notifications (5)
Reporting (8)
Email (5)
Search Bar Directly on Clients and Contacts Tab
3
·
complete
6
Better Search Feature
I also feel like we need a search function—even with the filters, it is not as robust as a search and not as easy for my front desk.
3
·
complete
3
Ability to Customize Client Table
3
·
complete
5
Relate Clients
Ability to relate clients like multiple businesses under the same umbrella
1
·
complete
3
Export client table information
I'd like to export client table information
5
·
complete
9
Organize clients by custom fields
Id like to view the client table with custom fields (and filter by them)
3
·
complete
1
Ability to Reimport Client Information
4
·
complete
2
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