Hi 👋

It would be useful to have a notification next to "Memo" if something has been added. Cannot see a way to easily fidn that a memo has been added without cliking in to it.

Some clients doe themsleves but we still have as task to remind them

It would be really useful to have the option to send clients a secure magic link to upload requested documents without having to register for the Client Portal. Please consider to add the option to send clients a secure upload link when requesting documents, without requiring por

Many of our clients use 2 email addresses. We only need one of these to be 'active' to use for sending emails but it would be so useful to have a location within a client's record to store a 2nd email address under the same person. We could then toggle between to choose the activ

Please integrate with Dytto.ai, I am using it and it would really be useful if I could access Engager through it.

Ability to restrict the level of access a team member has in Engager. At present I understand that all Engager users have the same level of access When engaging with subcontractors I would like them only to be able to see the jobs/clients they have been assigned.

Hi on the job cards is it possible to show the annual fee for say accounts production rather than the monthly fee?

Ability to query Engager within Claude for tasks, deadline, fees, timelogs etc would be a gamechanger!

I'd like to be able to automatically mark the Accounts records as Received once the final VAT quarter of the year has been marked as complete. If it were possible to bring in some sort of options or conditions, on the basis of if X task is marked as complete, then do Y - in this

I think it would be good to be able to export a csv of flagged memos, where people working on jobs may want to flag items but to managers for a meeting to run through and deal with thencreate a task if neccessary