Will Hard (Hillier Hopkins LLP)
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Activity overview
Latest activity by Will Hard (Hillier Hopkins LLP)-
Will Hard (Hillier Hopkins LLP) created a post,
Previous bill narratives - only displays DISB or TIME not both together
When creating a bill and using the 'previous bill narratives' we only see the previous narratives for the same 'Type' as the new bill, either DISB or TIME. Please can you change this so both are li...
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Will Hard (Hillier Hopkins LLP) created a post,
Source details - add staff to search for 'Introduced by'
When selecting 'Referred by staff' as the Source for a client it would be useful to be able to select the staff member in the 'Introduced by' field. Currently the 'Introduced by' field only search...
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Will Hard (Hillier Hopkins LLP) created a post,
Select Contacts 'other' email addresses for Connections
When adding a connection involving a contact which has 'Other' email addresses, we would like to be able to select which email address is used for that connection rather than it defaulting to the c...
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Will Hard (Hillier Hopkins LLP) created a post,
Client Details Widget - Add Preferred Contact Email Address
Would it be possible to add the Preferred Contacts email address to the Client Details Widget on the Client Dashboard (Companies only). Users often mistake the client email address for the preferre...
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Will Hard (Hillier Hopkins LLP) commented,
Thanks Michelle, I'll have a go at the beginning of Feb, don't want to upset the users in January. Will
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Will Hard (Hillier Hopkins LLP) commented,
Thanks Michelle, do you have any instructions on how to use this option as the on screen instructions appear quite general. I specifically need to add the Description column as a default to the Tim...
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Will Hard (Hillier Hopkins LLP) created a post,
Ability to set default columns for all users
AnsweredWould it be possible to enable us to set the default columns displayed in the Timesheet Entry page (plus other pages) for all users, ie add the 'description' column. We know users can change these ...