Craig Jackson

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  1. 123 votes
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      Craig Jackson commented  · 

      The desktop versions were much better. Given we now have word online and that can take fields etc, not to mention pdf forms there must be a simple way to allow significant customization. E.g. uploading a word template and then placing and sizing he fields accordingly.

      Another idea would be to allow the memo field to be customized to the customer, I work in multiple currencies and for some I need to provide specific advice. With the current arrangement everyone gets it or no one gets it unless I use one of the other fields.

    • 2,624 votes
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        Craig Jackson commented  · 

        This feature is urgently required, every day we see issues with online systems having issues, power loss, being breached etc..

        Being able to set or have automatic restore points is essential, particularly where new people are learning, people are being perfect and from time to time there will be mistakes that are best managed by going back to an earlier point.

        The ability to make a local copy is essential, preferably one that will allow an automated download from a server.

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