Completed
Add file to Task
I would like the ability to attach a file directly to a task within the requests.
An Anonymous User 7 months ago
Feature Request
Completed
Add file to Task
I would like the ability to attach a file directly to a task within the requests.
An Anonymous User 7 months ago
Feature Request
Completed
The BP profile upload feature
It is not pulling accurate data from the business profile that I upload. As you can see in the image, the last AGM is supposed to be 28 June 2025, but in the client record it is 8 June 2025
An Anonymous User 7 months ago
Bugs
Completed
The BP profile upload feature
It is not pulling accurate data from the business profile that I upload. As you can see in the image, the last AGM is supposed to be 28 June 2025, but in the client record it is 8 June 2025
An Anonymous User 7 months ago
Bugs
Completed
Insights
Intelligent business analytics dashboard that transforms your firm's operational data into actionable intelligence
Denise Daley 7 months ago
Product Release
Completed
Insights
Intelligent business analytics dashboard that transforms your firm's operational data into actionable intelligence
Denise Daley 7 months ago
Product Release
Completed
Own company profile accessible to all users
Easily see the company information and files in one click.
Denise Daley 8 months ago
Product Release
Completed
Own company profile accessible to all users
Easily see the company information and files in one click.
Denise Daley 8 months ago
Product Release
Completed
Create Client Records in Bulk using UENs
User can enter multiple UENs (Unique Entity Numbers) separated by “,” (comma) and the system will create client record per UEN with basic information provided by data.gov.sg.
Denise Daley 8 months ago
Product Release
Completed
Create Client Records in Bulk using UENs
User can enter multiple UENs (Unique Entity Numbers) separated by “,” (comma) and the system will create client record per UEN with basic information provided by data.gov.sg.
Denise Daley 8 months ago
Product Release
Completed
Scheduler glitch
When I change the due date on a task that is already assigned to a user, the task gets duplicated on the Scheduler.
An Anonymous User 8 months ago
Bugs
Completed
Scheduler glitch
When I change the due date on a task that is already assigned to a user, the task gets duplicated on the Scheduler.
An Anonymous User 8 months ago
Bugs
Completed
Group/Team Filtering for Requests
Options to filter out requests based on the team each request is assigned to.
An Anonymous User 9 months ago
Feature Request
Completed
Group/Team Filtering for Requests
Options to filter out requests based on the team each request is assigned to.
An Anonymous User 9 months ago
Feature Request
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Denise Daley 9 months ago
Product Release
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Denise Daley 9 months ago
Product Release
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Linear 9 months ago
Feature Request
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Linear 9 months ago
Feature Request
Completed
Secure Online Payment Links for Subscriptions
Allows users to pay their subscriptions instantly via a secure link, using their credit or debit card.
Linear 9 months ago
Feature Request
Completed
Secure Online Payment Links for Subscriptions
Allows users to pay their subscriptions instantly via a secure link, using their credit or debit card.
Linear 9 months ago
Feature Request
Completed
E Signatures
To allow for documents to be sent for esigning. Thereafter to be saved and stored in the relevant locations such as within a request.
Sri 9 months ago
Feature Request
Completed
E Signatures
To allow for documents to be sent for esigning. Thereafter to be saved and stored in the relevant locations such as within a request.
Sri 9 months ago
Feature Request