Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
Display transaction details for payments throughout client Ledger
The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when...
Don't update close date when closing a reopened case
If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest
over 3 years ago
in Notes & Cases
4
Future consideration
Confirm appointment change when dragging and dropping
Once an appointment is created on the calendar if I click and drag it to a new date/time make me confirm the change before saving the appointment. Sometimes I move appointments accidentally and this sends an email to the client. Then I don't remem...