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In Progress

Done

Main Roadmap

To allow for documents to be sent for esigning. Thereafter to be saved and stored in the relevant locations such as within a request.

In Review

E Signatures

Options to filter out requests based on the team each request is assigned to.

Group/Team Filtering for Requests

An Anonymous User

Global Internal Search

Would like to request a currency setting for the fee amounts in the client requests as we have clients in our countries besides Singapore.

Currency setting

Liliana Fernandez

Tag another user in comments

Automated file renaming

I want to have a mail management system

I would like the ability to attach a file directly to a task within the requests.

Add file to Task

Intelligent business analytics dashboard that transforms your firm's operational data into actionable intelligence

Insights

Denise Daley

Easily manage your user profile and account settings. Update personal details, change passwords, and manage access preferences.

Completed

User Account Management

Uploaded PDF file not opening

Allows users to pay their subscriptions instantly via a secure link, using their credit or debit card.

Secure Online Payment Links for Subscriptions

Linear

Can a client request something to be done directly in the app?

Client Request

I am not able to open a request directly from the entity records

open request from entity record

Notes section in Requests, cant be edited, When i click edit, the text box shows, but i cannot type anything<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="690c3f3844fc88c341b88531/post/69836c68cc4444010cd4cc52/019c295f-6976-7d22-a99b-727fbc6f176c/b64u-aW1hZ2UucG5n.png" src="https://690c3f3844fc88c341b88531.featurebase-attachments.com/c/post/69836c68cc4444010cd4cc52/019c295f-6976-7d22-a99b-727fbc6f176c/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260303T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260303%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=a4099376ae850792e26eed4d4b96337582adfc91d16e5f437d850a8ad823f5e6" data-featurebase-content-filename="image.png">

Request Notes

Estimated hours of a request is not being calculated correctly <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="690c3f3844fc88c341b88531/post/69836b15f833d0f355e7f8ea/019c295a-37f9-719a-9334-081e9520148e/b64u-aW1hZ2UucG5n.png" src="https://690c3f3844fc88c341b88531.featurebase-attachments.com/c/post/69836b15f833d0f355e7f8ea/019c295a-37f9-719a-9334-081e9520148e/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260303T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260303%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=407d613ec46447cd3209f48d5448a85c66784fac9490a8c43315bcccc6f00482" data-featurebase-content-filename="image.png">

Requests

Contacts that are created when I add it in the entity record are not appearing in the contact database

Contacts

Annual revenue of client not showing

Service package rates not showing up when I try to attach a service to the entity record <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="690c3f3844fc88c341b88531/post/69836533c13518650ae23367/019c2943-44cd-7d39-98c3-1705f4273622/b64u-aW1hZ2UucG5n.png" src="https://690c3f3844fc88c341b88531.featurebase-attachments.com/c/post/69836533c13518650ae23367/019c2943-44cd-7d39-98c3-1705f4273622/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260303T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260303%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b6bac63c612215f42ba6bb3b91e7a3db33b31b9962d312322111d3997aaea77a" data-featurebase-content-filename="image.png">

ClientBase Platform

Main Roadmap