Stuart Boyle

Created More (Moar!!) "if" options for situational custom fields Upvoted More webhooks Upvoted Conversations webhook Upvoted Automations on a circle Upvoted Add the "Breadcrumb" view to the cases Upvoted Log out Page formatting not clear Upvoted Default values for custom fields Upvoted Branching in task workflows Upvoted Email syncing Upvoted Create hidden client group (for non active or deceased clients)Upvoted Team Capacity Created Ability to edit and delete EDI statements Created Ability to create Circles and individual client records in the same window Upvoted Changing the colour of pinned notes Upvoted Vulnerable Client Notification Upvoted Employee/User Permissions Re-Work Created Add an 'Under Advice' filter to Plans Created Reporting on Circles Created Let us change the wording of custom dropdown fields for Form Builder Upvoted Add archive column to case board Upvoted Option to right click and open new tab/window in Plans Created Make 'client status' field visible at Circle level Upvoted Circles Feedback Upvoted Circles export Upvoted Assigning tasks to a circle Created Visual 'Deceased' indicator at Circle level Created See when a client last logged into their portal Upvoted Tags against a circle Created Make Tags/Groups on a Circle apply to the individuals