I know I've been a bit quiet on this one but only got around to making use of it this week.
The input of clients can be a bit slow 1 by 1, but I guess it's ok to do that once the bulk are there or just if testing or using for some. I did add a small bunch of mine using the import you added last week and it worked really well.
The same goes for tasks and this really would make it more friendly as it would be too much work to add every single task each time. Maybe that's ok for larger practices to manage and monitor jobs but I'd mostly use it to watch deadlines and what's to be done.
This sounds great and like it will be a lot more useful. I think you mentioned in an email that it would be on adding clients? As I've imported mine, will it be possible to have this as a function to use for existing clients?
That would make it much easier for me and I think others too.
Cheers
Keith