DeadlinesFeb 3, 2026
Ability for statuses to auto change/update on completion of a phase
You will be able to set rules for each phase that, once completed Engager will change the status of the job to a predefined status
Read more Client InfoNov 27, 2025
Ability to mark Companies House Personal ID as N/A
There is now a tick box next to the personal ID field in a contact/individual record that once unticked stops the system flagging the blank field as missing
Read more Client InfoNov 27, 2025
New Companies House Cache Solution
We have built and launched a new cache system that works in the background to speed up the rate we can check Companies House data is matching Engagers and reduces the number of 403 Errors where the Companies House API times out due to heavey loads
Read more IntegrationsNov 27, 2025
TaxCalc to Engager - Phase One
We have gone above and beyond ecpextation again on this release. Originally the plan was to pull client data ie names, dob, from TaxCalc, what have actually done is: Ability to create a new cleint record in TaxCalc from Engager Two way sync on Title, First Name, Middle Name, Surn
Read more Client InfoOct 15, 2025
Box in 'General Info' section to add client 'Title' and/or Pronouns
We have created a new title drop down that has Mr/Mrs etc plus the ability to add your own ones to the list
Read more Pricing, Proposals, LOEs, LODsOct 15, 2025
Launch of proposal document allowing you to send a proposal followed by a LOE
Total Control Over Proposals & Engagement This release gives you unprecedented flexibility and visibility across your proposals and engagement documents. From standalone proposals to complete document histories, you can now track every view, log every change, and refine documents
Read more Client InfoOct 15, 2025
Separate box for middle name
We have created a Middle name field that can also be added to Forms. We can pull in the middle name from Companies House to reduce the manual data entry as well. If you have already added middle names to the first name or last name field then you will need to move this manually.
Read more Client InfoSep 10, 2025
Companies House Personal ID Code
Now that Companies House have finalised the format of the Personal ID Codes, we've been able to build a new home for you to store these in Engager for contacts and individuals. How to record your client’s Companies House Personal Code 1 - Head to the client contact 2 - Click on S
Read more FeatureSep 10, 2025
Ability to pull in and store multiple SIC codes per LTD
Companies House allow up to four SIC codes but Engager only imports the first one, allow for all four to be pulled in and stored Update We’ve now created the ability to add up to four Companies House SIC codes, for your LTD clients. This is limited to 4 as this is inline with Com
Read more DashboardSep 10, 2025
Ability to export data displayed in widgets in CSV format
ts sometimes useful to export data displayed in widgets on the dashbaord into a csv file to work through Update You can now Export the following Widgets from the Dashboard area of Engager, into a .CSV file. Click on any widget listed below on the dashboard and on the top right is
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