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Add Client Service Type as a General Accounting Column Option

User Story In working through the final stages of the Great Plains integration with Legacy, we have determined an additional column is needed for the General Accounting exports in order to support their reporting needs out of Great Plains. Please ...
Nick Tunheim over 4 years ago in Case Management / Accounting 0 Shipped

Allow for Multiple 'Auto-incrementing Numerical Sequence' Case Identifier Segments within a Template

User Story When creating a Case Identifier Template, I want to keep count of how many cases I've created during the current year, as well as the number of cases that I've created since the beginning of time, within the template. I have the ability...
Daniell Jara about 4 years ago in Case Management / Case Identifier 0 Shipped

Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...
Nick Tunheim over 4 years ago in Case Management / Documents 0 Shipped

Create permission for editing case identifiers

I do not want everyone on my staff to be able to edit a case number.
Guest almost 5 years ago in Case Management / Roles & Permissions 0 Shipped

Client lookup

For as much money as you charge, your program is terrible for looking up on a mobile device. This is suppose to be one of the positive things and it is no where near available to look up clients from another location!!!
Guest over 2 years ago in Case Management / User Management 0 Shipped