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Client review "dashboard"

Feature RequestDashboard

There needs to be an easy to access view/dashboard of all client review dates, completed and upcoming. This is a key area that most businesses revolve around and obviously something top of the FCA list. Or as a minimum the ability to create your own views based on certain fields.

Area of the system
Posted by Ben Holdsworth ·
Status: Accepting Feedback1 comment

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Comments1

  • Nick Smith

    •

    Oct 17, 2025

    this is pretty important as it’s the way we get to see what work we have coming up that will not feature in the task list