If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Client Requests
VeronicaSmyth
Posts: 5 ✭
Can we show all of the outstanding client requests on the client home page? We have clients with multiple services that we perform and it would be nice to have one place to look for all open requests.
Categories
- 43 GENERAL DISCUSSION
- 10 SOFTWARE RELEASES/UPDATES
- 177 IDEATION
- 21 Billing
- 3 Calendar
- 20 Client Requests
- 31 Communications
- Contacts
- 12 Engagements
- 23 Files
- 5 Forms & Letters
- 21 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 13 Portal
- 35 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 24 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 20 TAX PREPARATION
- 47 TAX RESOLUTION
Comments
Hello,
I have seen this request before and we have a ticket for it. I will go ahead and add your request to that existing request. All of those tickets are prioritized and the more voices we can get on it the better.
Thank you for your submission today!
I second that and also think it would be good to have a place on the Dashboard to be able to review all outstanding client requests.
I also agree with adding this to the Dashboard. I think clients should be able to make/create requests to the practice via their portal as well.
I agree as well - I was looking for something like this because I kept missing outstanding eSign or other information requests.
I agree - it is so hard to see what is outstanding and what we are waiting for.
Need to have due dates which fall on weekends for client requests. Individual clients pay attention on weekends, not weekdays.
I would like to be able to repeat a client request for payroll hours. Like we have repeat tasks for us. Thank you