LD
AccountActive
Open A/R
AUD 210.00
4 open invoices
Unbilled WIP
1h 15m
2 time entries
Lifetime value
AUD 26,459.00
75 invoices all-time
Last touch
1mo ago
78 communications
Projects
- Client engagement
- Lineage management system
Tasks
- Attachments - Add in Types for Birth Ceritifcate, Photo ID, Letter of Aborignality (maintain ability to add others)
- Attachments- Types filterable if the contact has that doc or not
- Search - Client inputting middle and nicknames into First name, requesting loosened search as cannot match when a middle/nick name is inputted
- Check Age Calc
- Database replacing existing spreadsheet
- Grey out Deceased Members
- Purchased twenty hours block
- Quotation
- Seperate User Logins - to enable seperate searching
- Set filters to default remove deceased members