Ideas & Enhancements

Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents.I recommend adding this feature to the Note...

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports. When they go in to value tab and click subtotals their is not select feature.

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.

it makes it easier to open up a folder and navigate to the file instead of opening file by file

When entering a name in the search field, would be great to have the enter key work for the search vs having to use the darn mouse