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Feature Request: Internal User / Client User Roles
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2
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35
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September 5, 2025
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Company properties in CRM
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2
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47
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September 3, 2025
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Different Tax Rates by Province
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3
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56
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August 28, 2025
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Adding Company name/details to each user
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1
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41
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July 29, 2025
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Payment Methods Outside of Stripe
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1
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45
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June 26, 2025
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Ability to Quickly Resend Contracts If They Were Signed Improperly
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1
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33
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June 9, 2025
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Can one client belong to multiple companies?
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4
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129
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May 27, 2025
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Billing requests
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18
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235
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May 22, 2025
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Roles for external clients
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7
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83
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May 9, 2025
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Feature request: Editable forms - External Users
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3
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67
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May 7, 2025
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Types for Companies/Clients
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3
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78
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May 2, 2025
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Editable Forms - Internal Users
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5
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84
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April 28, 2025
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Saving/scheduling invoices
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0
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28
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April 25, 2025
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Automatic reminders to clients, task archiving
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10
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175
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April 10, 2025
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RSS or Feed emebd On Home Module
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1
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41
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March 31, 2025
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Custom 'action count' to add to clients profiles
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1
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49
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March 31, 2025
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Loving the new invoice history tab!
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1
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39
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March 14, 2025
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Company payment methods
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1
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31
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March 13, 2025
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Archive records in Copilot
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1
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69
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January 21, 2025
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