Separate the Whiteboards from the Organization role & permissions
Larger organizations may limit the permissions of their staff but still want them to be able to set up whiteboard rules. They need to be able to turn on Whiteboards but leave case IDs, CSTs, and the other "Cases" section unavailable
Updates to QuickBooks Export Outputs for 'Refunds' Transactions
User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Ability to add different merchandise etc. to the Inventory Management Secetion
It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Have a document that can be added to rolodex entries so they can be printed from the case when the entry is selected. This is more efficient then having to copy and paste notes from within the entry onto a word document.
Separate Product / Services filters for Price List
It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.
