Add ability to show/hide archived service types in reports
Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills
about 6 years ago
in Reporting
3
Future consideration
Add automatic signature line and ability to highlight and copy text from messages in secure inbox
It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go ...
The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there...
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
Guest
about 6 years ago
in Reporting
3
Future consideration
Allow phone keyboard settings to apply to secure messaging
If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.
Guest
over 1 year ago
in Messaging
2
Future consideration