Can we add to the client statuses in settings, the options to name a new status, assign the colour AND have a description box where we can explain the use case scenarios for that status, for our team. Fully customisable by firms in settings. Raised at the New BizWiz roundtable event.
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Accepting Feedback
Feature Request
10 months ago

Clive Thompson
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Accepting Feedback
Feature Request
10 months ago

Clive Thompson
Get notified by email when there are changes.