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Lock tasks
#43
Hi! Could you consider adding an option to lock tasks (i.e. make them unchangeable). For example, in AML admins create a task that requires periodic monitoring, and this task has to be done in the span of 1 month since its start date, and this task
2
Client relation link between clients
#42
Many clients in the accountancy industry has multiple legal companies, under same client/contact person, but diffrent legal companies. Therefore there should be possible to add relation link between clients, for better overview. For example: Co
In Progress
1
cvr.dk integration
#41
Integration to the Danish business authorities.
2
Documents
#40
Platform, where clients can send in and store documents.
2
Send invoices from different companies (VAT/no-VAT)
#39
Send invoices to clients from multiple companies.
Planned
2
Attach task attachments to email
#38
Option to send task attachments with the email.
Planned
2
Export/import task templates
#37
Members can export and import task templates from Excel.
Planned
2
Bulk emails
#35
Send bulk emails to clients.
Planned
2
Chat
#33
Uku Chat is a user-friendly and secure messaging tool tailored to streamline communication, collaboration, and task management. Key functionalities include: * Real-time messaging: Send instant messages to team members and clients. It has options f
Planned
2
On hold clients
#30
On hold client status removes all client tasks from the dashboard.
Planned
3
Follow delayed tasks
#29
Automatically follow delayed tasks.
Planned
1
Client Birthday
#23
Inputting client's contact person's birthday is extremely difficult - the field is a read-only and doesn't accept text (cannot be input manually using the keyboard): instead have to use the calendar i.e. have to press on the year - month - date. For
6
Pandadoc
#21
Sync and add completed forms from Pandadoc
2
Communication tools (Email, SMS, WhatsApp, Slack)
#15
View all client and team emails, turn emails into tasks. Send manual or automated messages from the task. Flexible message templates. Step up your service quality process.
15
Google Meets video meetings
#14
You can create Google Meet meetings under task and it can be recurring.
Planned
5
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