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Feature Requests

Category

      • Client Portal & Communications
      • File Reviews and Close Reports
      • Management Reporting
      • Workflow / Task Management
      • Collaboration / Comments
      • Metrics
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Hide, edit, and reorder sections for specific clients
I'm not really sure if that's what it's called. I love that you can move around sections on the client's page, but I don't necessarily want the same for each client. Could we make this customizable by client as opposed to universal?
4
·

partially complete

Recurring tasks by Business Day
I have several clients where items need to be done by "the third business day of the month" (or any other number). Would be great if we can have the recurrence be dynamic and adjust the due date based off which business day it is. To that end, it would be awesome if we could have a place to set up our company calendar so we can have it exclude certain holidays from our "Biz Days".
8
·

partially complete

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