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Feature Requests
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Unable to delete a Contact
Once a contact has been added to TidyFlow, there is no option to remove them.
2
·
complete
1
Client Requests/Tasks
3
·
complete
3
PDF e-Signatures Requests
Add funtionality to send clients requests to e-sign PDFs.
2
·
complete
2
Improve sorting functions
The sort by client is not working very well. I assume when sorting it is meant to sort in alphabetical order, this is not happening.
2
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complete
1
Client name in subtasks
If you have a subtask open, the client name does not pull through to the subtask. When reading a subtask comment directly from the inbox you will need to go to the main task to see which client the comment/subtask relates to.
2
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complete
3
Fullscreen from Inbox
The full screen option does not seem to work if you are viewing a task through your inbox.
2
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complete
1
Add Billable and Cost Rates for Users
2
·
complete
3
Select and delete multiple tasks/subtasks.
Unable to select and delete multiple tasks/subtasks at once. Each task must be deleted individually.
2
·
complete
4
Add option to archive Clients
2
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complete
2
Client Portal
3
·
complete
2
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