When viewing the calendar for a specific day and clicking the "New Appointment" button, have the appointment appear for the day I am viewing rather than defaulting to the current (today's) date.
Download list of invoices from Process Existing Invoices tab in Batch Invoicing
It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest
almost 5 years ago
in Reporting
0
Future consideration
Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It wo...
Guest
about 4 years ago
in Notes & Cases
2
Future consideration
Opt out of chat messages when a user is deactivated
When a staff member is deactivated, a message pops up in our practice chat saying the staff member has left the conversation. Allow me to opt out of having these displayed because they clutter our chat.
2
Future consideration
