We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
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...
Create reports based off dashboard tab information
I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
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.
Designate required fields before allowing contract signing
We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
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.
Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
0
New
1
New
