Export client list with next deadline

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Yealmpton Accountants · Export client list with next deadline

Zoe Hocking asked for a client list export with each client's next deadline, as the practice copies it by hand each week. Logged with the product team. Closed 6 Sep 2025.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Zoe Hocking asked for a client list export with each client's next deadline, as the practice copies it by hand each week. Logged with the product team. Closed 6 Sep 2025.

Problem: The practice copies the client list by hand every week to add next deadlines, which is slow and error-prone.

Handling: Connor Webb logged it with the product team as a feature request and said he could not promise a build date. Zoe asked for an interim option.

Watch: The evidence does not show a workaround or a delivery date. Zoe said the practice manager was frustrated.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)710

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created · Zoe Hocking 28 Aug 2025 16:55
Could we have a way to export the client list with each client's next deadline? At the moment we copy it out by hand every week, which takes ages and is easy to get wrong. Is this something you can add? Thanks, Zoe
Public reply · Connor Webb 29 Aug 2025 04:45
Hi Zoe, thanks for the suggestion. Just so I've got this right: you need an export of the client list that includes each client's next deadline. I've logged it with our product team as a feature request. I can't promise when it will be built, but I'll share what they say. Thanks, Connor
Public reply · Zoe Hocking 1 Sep 2025 13:53
Hi Connor, that would be really useful. Is there a way to do it in the meantime, or should we keep copying it by hand? Our practice manager is getting fed up with it. Zoe
Status change · Connor Webb 2 Sep 2025 12:00
Status change · 6 Sep 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Data	Records
Organisations	300
People at customers	1,880
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Email threads	3,882
Support tickets	1,502
Documents	1,582
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Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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