Skip to main content

Client Statuses - Freetext box for internal training

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.

Status: Accepting Feedback

Log in to comment and vote

No comments yet

Be the first to share your thoughts.